HARDEN FOUNDATION: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
HARDEN FOUNDATION (EIN 94-6098887)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-07-23
IRS object ID
201942049349100609
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)
Return2019-07-23T11:27:08-07:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN941138201PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1KOKJER PIEROTTI MAIOCCO &DUCKBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1333 PINE ST 5TH FLOORAddressLine1Txt
CitySAN FRANCISCOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP941043319ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2018-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN946098887EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1HARDEN FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlHARDBusinessNameControlTxt
Phone8314423005PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 779AddressLine1Txt
CitySALINASCityNm
State AbbreviationCAStateAbbreviationCd
ZIP93902ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJoseph GraingerPersonNm
Person TitleExecutive DirectorPersonTitleTxt
Signature2019-07-18SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonRichard PierottiPreparerPersonNm
PTINP00314987PTIN
Phone4159814224PhoneNum
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$59,600,396FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$1,753InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$1,753InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$980,747DividendsRevAndExpnssAmt
Dividends Net Invst Incm$980,747DividendsNetInvstIncmAmt
Gross Rents Rev And Expnss$119,130GrossRentsRevAndExpnssAmt
Gross Rents Net Invst Incm$119,130GrossRentsNetInvstIncmAmt
Net Rental Income Or Loss$77,211NetRentalIncomeOrLossAmt
Net Gain Sale Ast Rev And Expnss$2,371,660NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$10,613,705GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$2,371,660CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss-$4,029,942OtherIncomeRevAndExpnssAmt
Total Rev And Expnss-$556,652TotalRevAndExpnssAmt
Total Net Invst Incm$3,473,290TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$236,947CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$111,091CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$125,856CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$79,993OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$79,993OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$95,051PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm$33,524PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Dsbrs Chrtbl$61,446PensionEmplBnftDsbrsChrtblAmt
Legal Fees Rev And Expnss$165LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$83LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$83LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$53,580AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$26,790AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$26,790AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$501,233OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$501,233OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$559TaxesRevAndExpnssAmt
Taxes Net Invst Incm$7,135TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$19,969TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$173,337DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm$7,276DeprecAndDpltnNetInvstIncmAmt
Occupancy Rev And Expnss$34,651OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$11,281OccupancyNetInvstIncmAmt
Occupancy Dsbrs Chrtbl$24,791OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$6,421TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$2,131TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$4,267TravConfMeetingDsbrsChrtblAmt
Printing And Pub Rev And Expnss$3,840PrintingAndPubRevAndExpnssAmt
Printing And Pub Net Invst Incm$1,166PrintingAndPubNetInvstIncmAmt
Printing And Pub Dsbrs Chrtbl$2,674PrintingAndPubDsbrsChrtblAmt
Other Expenses Rev And Expnss$194,276OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$62,378OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$162,008OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$1,380,053TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$764,088TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$507,877TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$2,264,371ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$2,014,371ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$3,644,424TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$764,088TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$2,522,248TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$4,201,076ExcessRevenueOverExpensesAmt
Net Investment Income$2,709,202NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$368,673CashBOYAmt
Cash EOY$291,557CashEOYAmt
Cash EOYFMV$291,557CashEOYFMVAmt
Sav And Temp Cash Invst BOY$894,072SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$1,604,126SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$1,604,126SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl$25,862AcctRcvblAmt
Acct Rcvbl BOY$25,879AcctRcvblBOYAmt
Acct Rcvbl EOY$25,862AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$25,862AcctRcvblEOYFMVAmt
Prepaid Expenses BOY$14,745PrepaidExpensesBOYAmt
Prepaid Expenses EOY$16,336PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$16,336PrepaidExpensesEOYFMVAmt
Corporate Stock BOY$48,513,009CorporateStockBOYAmt
Corporate Stock EOY$44,175,346CorporateStockEOYAmt
Corporate Stock EOYFMV$44,175,346CorporateStockEOYFMVAmt
Corporate Bonds BOY$2,041,947CorporateBondsBOYAmt
Corporate Bonds EOY$1,860,474CorporateBondsEOYAmt
Corporate Bonds EOYFMV$1,860,474CorporateBondsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$8,228,965LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$2,971,273LandBldgEquipAccumDeprecAmt
Land BOY$5,375,211LandBOYAmt
Land EOY$5,257,692LandEOYAmt
Land EOYFMV$11,626,695LandEOYFMVAmt
Total Assets BOY$57,233,536TotalAssetsBOYAmt
Total Assets EOY$53,231,393TotalAssetsEOYAmt
Total Assets EOYFMV$59,600,396TotalAssetsEOYFMVAmt
Accounts Payable BOY$50,151AccountsPayableBOYAmt
Accounts Payable EOY$40,799AccountsPayableEOYAmt
Grants Payable BOY$358,770GrantsPayableBOYAmt
Grants Payable EOY$599,273GrantsPayableEOYAmt
Deferred Revenue BOY$39,710DeferredRevenueBOYAmt
Deferred Revenue EOY$39,710DeferredRevenueEOYAmt
Other Liabilities BOY$1,218,796OtherLiabilitiesBOYAmt
Other Liabilities EOY$1,186,578OtherLiabilitiesEOYAmt
Total Liabilities BOY$1,667,427TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,866,360TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$55,566,109UnrestrictedBOYAmt
Unrestricted EOY$51,365,033UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$55,566,109TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$51,365,033TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$57,233,536TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$53,231,393TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$55,566,109TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$4,201,076ExcessRevenueOverExpensesAmt
Subtotal$51,365,033SubtotalAmt
Tot Net Ast Or Fund Balances EOY$51,365,033TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyUBS SCHEDULE AttachedPropertyDesc
How AcquiredPHowAcquiredCd
Acquired2000-01-01AcquiredDt
Sold2018-12-31SoldDt
Gross Sales Price$10,613,705GrossSalesPriceAmt
Cost Or Other Basis$8,242,045CostOrOtherBasisAmt
Gain Or Loss$2,371,660GainOrLossAmt
Gains Minus Excess Or Losses$2,371,660GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$2,371,660CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$2,999,925AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$55,040,848NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.05450DistributionYr1Rt
Adjusted Qlfy Distri Yr2$2,695,543AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$51,893,306NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.05194DistributionYr2Rt
Adjusted Qlfy Distri Yr3$2,811,694AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$54,709,825NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.05139DistributionYr3Rt
Adjusted Qlfy Distri Yr4$3,144,301AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$53,892,798NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.05834DistributionYr4Rt
Adjusted Qlfy Distri Yr5$2,996,367AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$50,241,405NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.05964DistributionYr5Rt
Total Distribution0.275824TotalDistributionRt
Average Distribution0.055165AverageDistributionRt
Net Vl Noncharitable Assets$57,572,388NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$3,175,981AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$27,092NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$3,203,073AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$2,578,067QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$54,184InvestmentIncomeExciseTaxAmt
Subtotal$54,184SubtotalAmt
Tax Based On Investment Income$54,184TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$48,093EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$30,000ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$78,093TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Overpayment$23,909OverpaymentAmt
Applied To ES Tax$23,909AppliedToESTaxAmt

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 SatisfiedYes (true)Section508eRqrSatisfiedInd
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 Addresshttp://www.hardenfoundation.orgWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1JOSEPH C GRAINGERBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8314423005PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11636 ERCIA STREETAddressLine1Txt
CitySALINASCityNm
State AbbreviationCAStateAbbreviationCd
ZIP93906ZIPCd
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 (6 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmt
LINDA TAYLOR
150 Main Street Suite 400SALINASCA93901President0.00$0
LYDIA M TORRES
310 THIRD STREETSOLEDADCA93960NON-VOTING/NBM40.00$67,027$15,648
CHRIS DALMAN
15961 TORO HILLS AVESALINASCA93908V.P./SECRETARY0.00$0
C BILL ELLIOT
26001 BUCKS RUNSALINASCA93908V.P./TREASURER0.00$0
JOSEPH C GRAINGER
19667 WOODCREST DRIVESALINASCA93908EXEC. DIRECTOR40.00$169,920$54,098
MIKE ANTLE
PO BOX 4070SALINASCA93912Director0.00$0

Compensation Highest Paid Empl CompensationHighestPaidEmplGrp

FieldValueIRS element (for citing)
PersonMARIA HOLGUIN-GUERREROPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11636 ERCIA STAddressLine1Txt
CitySALINASCityNm
State AbbreviationCAStateAbbreviationCd
ZIP93906ZIPCd
FieldValueIRS element (for citing)
TitlePROG OFFICERTitleTxt
Average Hrs Per Wk Devoted To Pos40.00AverageHrsPerWkDevotedToPosRt
Compensation$79,993CompensationAmt
Employee Benefits$24,633EmployeeBenefitsAmt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdService TypeServiceTypeTxtCompensationCompensationAmt
UBS FINANCIAL SERVICES INC
200 CLOCK TOWER PLACE SUITE C-100CARMELCA939238680INVESTMENT MANAGER$367,257
MASTER LANDSCAPES
PO BOX 223188CARMELCA93922YARD MAINTENANCE$132,072
REIK & CO
1540 INTERNATIONAL PARKWAY 2000LAKE MARYFL32746INVESTMENT MANAGER$133,976

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1THE HARDEN FOUNDATION IS NOT INVOLVED IN THE DIRECT ACTIVE CONDUCT OF CHARITABLE ACTIVITIES. THE FOUNDATION PROVIDES SUPPORT TO 501(C)(3) ORGANIZATIONS WITH A DEMONSTRATED ABILITY TO PROVIDE MEANINGFUL AND MEASURABLE ONGOING BENEFITS TO THE PEOPLE OF MONTEREY COUNTY, CALIFORNIA. AFTER GRANTING SUPPORT, HARDEN FOUNDATION DOES NOT MAINTAIN SIGNIFICANT INVOLVEMENT WITH THE GRANTEE ORGANIZATION.Description1Txt
Expenses1$0Expenses1Amt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$51,365,914AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,165,023AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$5,918,188FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$58,449,125TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$58,449,125AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$876,737CashDeemedCharitableAmt
Net Vl Noncharitable Assets$57,572,388NetVlNoncharitableAssetsAmt
Minimum Investment Return$2,878,619MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$2,878,619MinimumInvestmentReturnAmt
Tax Based On Investment Income$54,184TaxBasedOnInvestmentIncomeAmt
Total Tax$54,184TotalTaxAmt
Distributable Before Adj$2,824,435DistributableBeforeAdjAmt
Distributable Before Ded$2,824,435DistributableBeforeDedAmt
Distributable As Adjusted$2,824,435DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$2,522,248ExpensesAndContributionsAmt
Charitable Assets Acquis Paid$55,819CharitableAssetsAcquisPaidAmt
Qualifying Distributions$2,578,067QualifyingDistributionsAmt
Adjusted Qualifying Distri$2,578,067AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$2,824,435DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$528,674ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$515,453ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$202,538ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$138,210ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$291,656ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,676,531TotalExcessDistributionCyovAmt
Qualifying Distributions$2,578,067QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$2,578,067AppliedToCurrentYearAmt
Excess Distri Cyov App CY Corpus$246,368ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$246,368ExcessDistributionCyovAppCYAmt
Total Corpus$1,430,163TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$282,306ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,147,857ExcessDistriCyovToNextYrAmt
Excess From Year4$515,453ExcessFromYear4Amt
Excess From Year3$202,538ExcessFromYear3Amt
Excess From Year2$138,210ExcessFromYear2Amt
Excess From Year1$291,656ExcessFromYear1Amt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonJOSEPH GRAINGERRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 779AddressLine1Txt
CitySALINASCityNm
State AbbreviationCAStateAbbreviationCd
ZIP93902ZIPCd
FieldValueIRS element (for citing)
Recipient Phone8314423005RecipientPhoneNum
Recipient Email Addressjoe@hardenfoundation.orgRecipientEmailAddressTxt
Form And Info And MaterialsSEE ATTACHED "GUIDELINES FOR GRANT APPLICANTS"FormAndInfoAndMaterialsTxt
Submission DeadlinesSEE ATTACHED "GUIDELINES FOR GRANT APPLICANTS"SubmissionDeadlinesTxt
Restrictions On AwardsSEE ATTACHED "GUIDELINES FOR GRANT APPLICANTS"RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

FieldValueIRS element (for citing)
Recipient PersonSCHEDULE ATTACHEDRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 779AddressLine1Txt
CitySALINASCityNm
State AbbreviationCAStateAbbreviationCd
ZIP93902ZIPCd
FieldValueIRS element (for citing)
Recipient RelationshipNOT APPLICABLERecipientRelationshipTxt
Recipient Foundation StatusPUBLICRecipientFoundationStatusTxt
Grant Or Contribution PurposeSCHEDULE ATTACHEDGrantOrContributionPurposeTxt
Amt$2,014,371Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$2,014,371TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp

FieldValueIRS element (for citing)
Recipient PersonSALINAS REGIONAL SPORTS AUTHORITYRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1188 PADRE DRIVE 101AddressLine1Txt
CitySalinasCityNm
State AbbreviationCAStateAbbreviationCd
ZIP93901ZIPCd
FieldValueIRS element (for citing)
Recipient RelationshipN/ARecipientRelationshipTxt
Recipient Foundation StatusPUBLICRecipientFoundationStatusTxt
Grant Or Contribution PurposeFunding for recreational sports facilities for youth in the Salinas, CALIFORNIA area.GrantOrContributionPurposeTxt
Amt$375,000Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$375,000TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,753ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$980,747ExclusionAmt

Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp

FieldValueIRS element (for citing)
Exclusion16ExclusionCd
Exclusion$77,211ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$2,371,660ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescFMV ADJUSTMENT-SECURITIESDesc
Exclusion1ExclusionCd
Exclusion-$4,029,942ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion-$598,571ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty-$598,571TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

FieldValueIRS element (for citing)
Line Number1LineNumberTxt
Relationship StatementNOT APPLICABLERelationshipStatementTxt

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 (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
KOKJER, PIEROTTI, MAIOCCO & DUCK LLP$38,080$19,040$0$19,040
RYAN & McDONALD$15,500$7,750$0$7,750

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp (3 entries)

Category Or ItemCategoryOrItemTxtCost Or Other BasisCostOrOtherBasisAmtAccumulated DepreciationAccumulatedDepreciationAmtBook ValueBookValueAmtEOYFMVEOYFMVAmt
Furniture and Fixtures$307,168$298,844$8,324$8,324
Improvements$6,530,800$2,672,429$3,858,371$3,858,371
Land$1,390,997$1,390,997$7,760,000

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryOttone, Leach, & Ray LLPCategoryTxt
Legal Fees$165LegalFeesAmt
Net Investment Income$83NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$83DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (14 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
ALARM EXPENSES$8,959$500$8,459
BANK CHARGES$31$31
COMPUTER & SOFTWARE SUPPORT EXPENSE$6,610$2,408$4,202
DUES & SUBSCRIPTIONS$4,226$3,717
GRANT EXPENSE-$9,497
INSURANCE$24,988$12,762$12,494
INSURANCE-RENTAL ALLOCATION-$6,477-$6,477
OFFICE EXPENSES$7,900$5,836$125
OFFICE SUPPLIES$7,092$1,914$5,266
Rental Expenses$41,919$41,919
REPAIRS & MAINTENANCE$91,436$3,176$110,386
SALINAS VALLEY MEMORIAL HOSP.-FLOWERS$2,840$3,497
STATE COMPENSATION INSURANCE$1,710$340
UTILITIES-HOUSE$12,539$13,831

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescFMV ADJUSTMENT-SECURITIESDesc
Revenue And Expenses Per Books-$4,029,942RevenueAndExpensesPerBooksAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
REIK-INVESTMENT MANAGEMENT FEES$133,976$133,976$0$0
UBS - INVESTMENT MANAGEMENT$367,257$367,257$0$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (6 entries)

CategoryCategoryTxtAmtAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmtNet Investment IncomeNetInvestmentIncomeAmt
2018 EXCISE TAX -INVESTMENT INCOME$29,221
ATTORNEY GENERAL$150$150
OTHER TAXES & LICENSES$10$10
PAYROLL TAXES$22,008$14,602$4,730
REAL ESTATE TAXES$43,054$5,207$37,847
REAL ESTATE TAXES-RENTAL ALLOCATION$35,442-$35,442

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