HALSEY FAMILY FOUNDATION: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
HALSEY FAMILY FOUNDATION (EIN 20-2828241)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-05-14
IRS object ID
201941349349103704
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)
Return2019-05-14T15:27:26-05:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

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 Line14801 MAIN STREET SUITE 400AddressLine1Txt
CityKANSAS CITYCityNm
State AbbreviationMOStateAbbreviationCd
ZIP64112ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2018-01-01TaxPeriodBeginDt

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
Phone8648362929PhoneNum

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
Signature2019-05-13SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonROSS FRANKENPreparerPersonNm
PTINP00446506PTIN
Phone8167533000PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address66.98.98.10IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-05-13IPDt
IP Tm15:58:47IPTm
IP TimezoneCDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdDA39A3EE5E6B4B0D3255BFEF95601890AFD80709AtSubmissionCreationDeviceId
At Submission Filing Device Id52AB4D2FF255CEB98B1B1EBB426AE03C9FD7BD64AtSubmissionFilingDeviceId
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$1,333,619FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$577,675ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$26,858DividendsRevAndExpnssAmt
Dividends Net Invst Incm$26,703DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$41,261NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$382,645GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$41,261CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$645,794TotalRevAndExpnssAmt
Total Net Invst Incm$67,964TotalNetInvstIncmAmt
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$2,950AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,475AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$1,475AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$743TaxesRevAndExpnssAmt
Taxes Net Invst Incm$293TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$11,933OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$11,933OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$15,626TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$13,701TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,475TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$202,050ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$202,050ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$217,676TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$13,701TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$203,525TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$428,118ExcessRevenueOverExpensesAmt
Net Investment Income$54,263NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$218,595SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$402,244SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$402,244SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$77,361USGovernmentObligationsBOYAmt
US Government Obligations EOY$71,010USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$70,184USGovtObligationsEOYFMVAmt
Corporate Stock BOY$208,858CorporateStockBOYAmt
Corporate Stock EOY$198,931CorporateStockEOYAmt
Corporate Stock EOYFMV$196,204CorporateStockEOYFMVAmt
Corporate Bonds BOY$43,703CorporateBondsBOYAmt
Corporate Bonds EOY$36,916CorporateBondsEOYAmt
Corporate Bonds EOYFMV$34,502CorporateBondsEOYFMVAmt
Other Investments BOY$402,475OtherInvestmentsBOYAmt
Other Investments EOY$668,960OtherInvestmentsEOYAmt
Other Investments EOYFMV$630,485OtherInvestmentsEOYFMVAmt
Total Assets BOY$950,992TotalAssetsBOYAmt
Total Assets EOY$1,378,061TotalAssetsEOYAmt
Total Assets EOYFMV$1,333,619TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$950,992RetainedEarningBOYAmt
Retained Earning EOY$1,378,061RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$950,992TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,378,061TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$950,992TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,378,061TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$950,992TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$428,118ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$1,379,110SubtotalAmt
Other Decreases$1,049OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,378,061TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
MARKETABLE SECURITIES - ST AP2018-01-012018-12-31$47,968$48,866-$224-$224
MARKETABLE SECURITIES - ST BP2018-01-012018-12-31$5,350$5,369-$19-$19
MARKETABLE SECURITIES - LT AP2018-01-012018-12-31$286,846$269,622$20,162$20,162
MARKETABLE SECURITIES - LT BP2018-01-012018-12-31$20,554$8,674$11,880$11,880
MARKETABLE SECURITIES - LT CP2018-01-012018-12-31$11,891$12,465-$574-$574
CAPITAL GAINS DIVIDENDSP$10,036$10,036$10,036
FieldValueIRS element (for citing)
Capital Gain Net Income$41,261CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$132,053AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$871,664NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.151495DistributionYr1Rt
Adjusted Qlfy Distri Yr2$92,542AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$638,496NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.144937DistributionYr2Rt
Adjusted Qlfy Distri Yr3$93,980AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$433,018NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.217035DistributionYr3Rt
Adjusted Qlfy Distri Yr4$19,813AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$209,138NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.094736DistributionYr4Rt
Adjusted Qlfy Distri Yr5$7,276AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$102,038NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.071307DistributionYr5Rt
Total Distribution0.679510TotalDistributionRt
Average Distribution0.135902AverageDistributionRt
Net Vl Noncharitable Assets$1,118,064NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$151,947AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$543NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$152,490AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$203,525QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$543InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$543SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$543TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$453EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$453TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$90TaxDueAmt

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
Phone8648362929PhoneNum

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$923,178AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$211,912AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,135,090TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,135,090AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$17,026CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,118,064NetVlNoncharitableAssetsAmt
Minimum Investment Return$55,903MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$55,903MinimumInvestmentReturnAmt
Tax Based On Investment Income$543TaxBasedOnInvestmentIncomeAmt
Total Tax$543TotalTaxAmt
Distributable Before Adj$55,360DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$55,360DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$55,360DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$203,525ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$203,525QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$543PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$202,982AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$55,360DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$2,382ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$11,030ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$72,603ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$61,315ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$89,184ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$236,514TotalExcessDistributionCyovAmt
Qualifying Distributions$203,525QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$55,360AppliedToCurrentYearAmt
Remaining Distri From Corpus$148,165RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$384,679TotalCorpusAmt
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$2,382ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$382,297ExcessDistriCyovToNextYrAmt
Excess From Year4$11,030ExcessFromYear4Amt
Excess From Year3$72,603ExcessFromYear3Amt
Excess From Year2$61,315ExcessFromYear2Amt
Excess From Year1$89,184ExcessFromYear1Amt
Excess From Current Year$148,165ExcessFromCurrentYearAmt

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/AddressLine1TxtAddress Line2RecipientUSAddress/AddressLine2TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BSA TROOP 772
C/O JOHN KNOX PRESBYTERIAN CHURCH505 POWERS FERRY RDMARIETTAGA30067NONEPCMISSIONS AND BENEVOLENCES$500
CAMDEN COUNTY HIGH SCHOOL FINE ARTS ACADEMY
6300 LAUREL ISLAND PARKWAYKINGSLANDGA31548NONEPCMISSIONS AND BENEVOLENCES$5,000
CAMDEN COUNTY HUMANE SOCIETY
PO BOX 1270KINGSLANDGA31548NONEPCMISSIONS AND BENEVOLENCES$20,000
GREENVILLE SYMPHONY ORCHESTRA
200 SOUTH MAIN STREETGREENVILLESC29601NONEPCMISSIONS AND BENEVOLENCES$50,000
INTERNATIONAL BALLET
1018 SOUTH BATESVILLE RDGREERSC29650NONEPCMISSIONS AND BENEVOLENCES$45,000
KING OF PEACE EPISCOPAL DAY SCHOOL
6230 LAUREL ISLAND PARKWAYKINGSLANDGA31548NONEPCMISSIONS AND BENEVOLENCE$30,100
PET TENDER ANGELS
PO BOX 6691GREENVILLESC29606NONEPCMISSIONS AND BENEVOLENCES$15,000
THE SALVATION ARMY
1909 OSBORNE ROADST MARYSGA31558NONEPCMISSIONS AND BENEVOLENCES$3,650
WORLD WILDLIFE FUND
1250 TWENTY-FOURTH STREET NWWASHINGTONDC20090NONEPCMISSIONS AND BENEVOLENCES$300
XERCES SOCIETY FOR INVERTEBRATE CONSERVATION
628 NE BROADWAY SUITE 200PORTLANDOR97232NONEPCMISSIONS AND BENEVOLENCE$500
MANOMET INC
125 MANOMET POINT RDPLYMOUTHMA02360NONEPCMISSIONS AND BENEVOLENCES$23,000
GEORGIA DNRWRD
2065 US-278SOCIAL CIRCLEGA30025NONEPCMISSIONS AND BENEVOLENCES$9,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$202,050TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$26,858RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$31,225ExclusionAmt
Related Or Exempt Function Incm$10,036RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$31,225ExclusionAmt
Related Or Exempt Function Incm$36,894RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$68,119TotalIncomeProducingActyAmt

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$577,675TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$2,950Amt
Net Investment Income$1,475NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,475DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondCORPORATE BONDSBondNm
EOY Book Value$36,916EOYBookValueAmt
EOYFMV$34,502EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCORPORATE STOCK-EQUITIESStockNm
EOY Book Value$198,931EOYBookValueAmt
EOYFMV$196,204EOYFMVAmt

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$71,010USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$70,184USGovtObligationsEOYFMVAmt
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$668,960BookValueAmt
EOYFMV$630,485EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescMISC. ADJUSTMENTDesc
Amt$1,049Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INV ADVISORY FEES$11,783$11,783$0
EMA ANNUAL FEE$150$150$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES$293$293$0
FEDERAL TAXES$450$0$0

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