The Haugh Foundation: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- The Haugh Foundation (EIN 47-5016481)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-09-12
- IRS object ID
- 201942559349100634
- 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
- Form 990-PF
- Schedule B
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-09-12T13:30:27-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Hollow Ln Ste 212 | AddressLine1Txt |
| City | Lake Success | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | 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 | 475016481 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Haugh Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | HAUG | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHARLES HAUGH | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2019-08-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 24.187.244.114 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 06391520192555000014 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2019-09-12 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 6FA09F0146E80CA51CD060FDE9E6EBAC4362E663 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 0C5E5A4654C1C37B4810F575F1A1D05F0CA21AED | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,806,943 | 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 | $1,041,549 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $663 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $663 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $146,611 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $146,611 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $340,342 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,106,071 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $340,342 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,529,165 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $487,616 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $39,515 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $39,515 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $3,804 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $3,804 | PensionEmplBnftDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $73,137 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $42,173 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $30,964 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $13,455 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $7,847 | TaxesNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $20,714 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $20,714 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $30,985 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2,423 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $28,562 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $181,610 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $52,443 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $123,559 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,174,560 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,174,560 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,356,170 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $52,443 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,298,119 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $172,995 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $435,173 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $305,387 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $225,000 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $225,000 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $5,212,902 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,424,735 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,540,394 | CorporateStockEOYFMVAmt |
| Other Assets EOY | $1,041,549 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,041,549 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $5,518,289 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,691,284 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,806,943 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $5,518,289 | RetainedEarningBOYAmt |
| Retained Earning EOY | $5,691,284 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,518,289 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,691,284 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,518,289 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,691,284 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,518,289 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $172,995 | ExcessRevenueOverExpensesAmt |
| Subtotal | $5,691,284 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $5,691,284 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $2,106,071 | GrossSalesPriceAmt |
| Cost Or Other Basis | $1,765,729 | CostOrOtherBasisAmt |
| Gain Or Loss | $340,342 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $340,342 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $340,342 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $817,947 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $6,227,358 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.131347 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $258,593 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $5,281,089 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.048966 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $4,850 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,963,309 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.00247 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $0 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $0 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.0 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $0 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $0 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.0 | DistributionYr5Rt |
| Total Distribution | 0.182783 | TotalDistributionRt |
| Average Distribution | 0.060928 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $5,516,159 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $336,089 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $4,352 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $340,441 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,298,119 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $4,352 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $4,352 | SubtotalAmt |
| Tax Based On Investment Income | $4,352 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,700 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $5,221 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $8,921 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $4,569 | OverpaymentAmt |
| Applied To ES Tax | $4,569 | AppliedToESTaxAmt |
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 | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 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 |
|---|---|---|---|---|---|---|---|---|
| Granger Haugh | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Pres / Dir | 10.0 | $39,515 | $0 | $0 |
| Lynne Haugh | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir / Sec | 1.0 | $0 | $0 | $0 |
| Scott Haugh | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir / Treas | 10.0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $5,417,467 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $182,694 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,600,161 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,600,161 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $84,002 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,516,159 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $275,808 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $275,808 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,352 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,352 | TotalTaxAmt |
| Distributable Before Adj | $271,456 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $271,456 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $271,456 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,298,119 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $1,298,119 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $4,352 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,293,767 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $271,456 | DistributableAsAdjustedAmt |
| Prior Year1 | 2016 | PriorYear1Yr |
| Prior Year2 | 2015 | PriorYear2Yr |
| Prior Year3 | 2014 | PriorYear3Yr |
| Excess Distribution Cyov Yr1 | $481,926 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $481,926 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,298,119 | QualifyingDistributionsAmt |
| Applied To Current Year | $271,456 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,026,663 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,508,589 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $1,508,589 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $481,926 | ExcessFromYear1Amt |
| Excess From Current Year | $1,026,663 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Granger Haugh | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BARBELLS FOR BOOBS | |||||||||||
| 3011 S CRODDY WAY | SANTA ANA | CA | 92704 | N/A | PC | General & Unrestricted | $700 | ||||
| CAYMAN ISLANDS CHARITY NETWORK INC | |||||||||||
| 3408 9 RD | INGALLS | KS | 67853 | N/A | PC | General & Unrestricted | $40,000 | ||||
| FIRST STEP HOUSE | |||||||||||
| 3808 ADAMS ST | CARLSBAD | CA | 92008 | N/A | PC | General & Unrestricted | $2,500 | ||||
| GARY SINISE FOUNDATION | |||||||||||
| PO BOX 50008 | STUDIO CITY | CA | 91614 | N/A | PC | TO purchase and install flags and flagpoles | $8,360 | ||||
| GRACE UNITED METHODIST CHURCH | |||||||||||
| 722 30TH AVE S | SEATTLE | WA | 98144 | N/A | PC | General & Unrestricted | $1,000 | ||||
| HONORHEALTH FOUNDATION | |||||||||||
| 8125 N HAYDEN RD | SCOTTSDALE | AZ | 85258 | N/A | PC | Military Partnership FUND | $20,000 | ||||
| MARTIAL ARTS FOR LIFE | |||||||||||
| PO BOX 2874 | LA MESA | CA | 91943 | N/A | PC | General & Unrestricted | $1,500 | ||||
| NAVAL AVIATION MUSEUM FOUNDATION INC | |||||||||||
| 1 FETTERMAN WAY | PENSACOLA | FL | 32508 | N/A | PC | Flight Academy Special Needs Scholarship Fund | $75,000 | ||||
| SEATTLE UNIVERSITY | |||||||||||
| 901 12TH AVE | SEATTLE | WA | 98122 | N/A | PC | Catalyst Fund-Seattle University Veterans | $5,000 | ||||
| SEATTLE UNIVERSITY | |||||||||||
| 901 12TH AVE | SEATTLE | WA | 98122 | N/A | PC | Seattle University's Nonprofit Leadership Excellence Fund | $1,500 | ||||
| SHIRLEY HOME FOR THE AGED INC | |||||||||||
| 17050 COUNTRY VIEW LN | SHIRLEYSBURG | PA | 17260 | N/A | PC | bathroom remodel Project | $15,000 | ||||
| THE BEACON OF HOPE CAYMAN FOUNDATION LTD | |||||||||||
| N/A | PC | General & Unrestricted | $979,000 | PO BOX 10268 | GRAND CAYMAN | CJ | KY1-1003 | ||||
| THE SPECIAL NEEDS FOUNDATION OF CAYMAN LTD | |||||||||||
| N/A | PC | special needs programs for children and parents | $20,000 | PO BOX 12141 | GRAND CAYMAN | CJ | KY1-1 | ||||
| UNIVERSITY OF WASHINGTON | |||||||||||
| PO BOX 24967 | SEATTLE | WA | 98124 | N/A | GOV | Charitable Event | $5,000 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,174,560 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $663 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $146,611 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $340,342 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $487,616 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $487,616 | TotalIncomeProducingActyAmt |
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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | Haugh Granger | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10115 E Bell Road Suite 107 601 | AddressLine1Txt |
| City | Scottsdale | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85260 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,041,549 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | AIRCRAFT - 1944 ROYAL NAVY BEECHCRAFT F AIRCRAFT - 1944 ROYAL NAVY BEECH, 1 sh. | NoncashPropertyDesc |
| Fair Market Value | $1,041,549 | FairMarketValueAmt |
| Received | 2018-06-15 | ReceivedDt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (127 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AES CORP | $22,218 | $25,189 |
| AIA GROUP LTD ADR | $18,843 | $25,350 |
| AIRBUS GROUP | $23,812 | $24,921 |
| ALTRIA GROUP INC | $14,905 | $13,286 |
| AMCAP FUND, INC., CLASS F-2 SH | $680,398 | $693,391 |
| AMCOR LTD | $2,805 | $2,381 |
| AMERICAN MUTUAL FUND CL F2 | $660,050 | $688,602 |
| AMERICAN TOWER REIT INC | $37,948 | $42,079 |
| AON PLC | $7,463 | $6,832 |
| ASAHI KAISAI CP ADR | $36,301 | $40,136 |
| ASML HOLDING NV NY REG SHS | $7,499 | $12,450 |
| ASSA ABLOY UNSP/ADR | $12,085 | $10,626 |
| ASSOCIATED BRITISH FOODS PLC | $6,083 | $3,878 |
| ASTRAZENECA | $73,661 | $91,570 |
| BNP PARIBAS SPONS ADR | $32,300 | $25,155 |
| BOEING CO | $11,977 | $25,478 |
| BOUYGUES FF 50 PAR | $15,122 | $14,240 |
| BRENNTAG AG UNSP ADR | $7,306 | $5,592 |
| BRITISH AMERICAN TOBACCO PLC | $41,863 | $20,868 |
| BROADCOM INC | $37,836 | $42,973 |
| CALRSBERG AS SP ADR REP B | $32,238 | $32,045 |
| CANADIAN NATL RAILWAY CO | $3,400 | $4,447 |
| CAPITAL WORLD BOND FUND., CLAS | $246,143 | $245,364 |
| CHEVRON CORP | $20,982 | $20,670 |
| CLOROX CO | $14,411 | $13,410 |
| CME GROUP, INC | $45,472 | $74,496 |
| CROWN CASTLE INTL | $58,759 | $59,203 |
| DBS GROUP HLDGS SPON ADR | $37,041 | $32,001 |
| DENSO CORP ADR | $2,819 | $2,825 |
| DEUTSCHE BOERSE ADR | $3,764 | $3,352 |
| DIAGEO PLC ADS | $52,496 | $72,176 |
| DIGITAL RLTY TR INC | $12,824 | $11,507 |
| DNB NOR ASA SPONSOR ADR | $3,730 | $4,717 |
| DOWDUPONT INC | $8,253 | $8,450 |
| DSV UNSP ADR EACH REPR 0.5 ORD | $3,421 | $4,284 |
| EDISON INTL | $9,088 | $7,380 |
| ELI LILLY & CO | $14,065 | $19,672 |
| ENBRIDGE INC | $37,023 | $29,153 |
| ENEL SOCIETA PER AZI | $9,982 | $9,441 |
| ENSCO PLC | $4,226 | $2,229 |
| ESSILOR INTL ADR | $19,353 | $18,443 |
| EXELON CORPORATION | $21,447 | $20,972 |
| GENMAB A/S | $7,144 | $6,757 |
| GILEAD SCIENCES INC | $22,072 | $17,577 |
| GIVAUDAN SA UNSP/ADR | $4,423 | $5,554 |
| GRIFOLS SA REP 1/2 CL B | $3,538 | $4,076 |
| GROUPE DANONE ADS | $45,834 | $42,401 |
| HDFC BANK LTD ADR | $5,748 | $9,737 |
| HELMERICH PAYNE | $7,656 | $5,657 |
| HERMES INTL 10 ADR | $3,511 | $3,536 |
| HOYA CORP SPONS ADR | $8,071 | $8,601 |
| HP INC | $8,699 | $16,982 |
| HUNTINGTON BANCSHARES INC | $16,285 | $13,350 |
| HUTCHINSON CHINA MEDITECH LTD | $4,025 | $2,817 |
| IBERDROLA ADR | $10,203 | $10,237 |
| IMPERIAL BRANDS PL | $38,202 | $23,928 |
| INTEL CORP | $11,386 | $13,093 |
| INTERCONTINENTAL HOTELS GROUP | $18,395 | $17,305 |
| IRON MOUNTAIN | $11,973 | $13,904 |
| JARDINE MATHESON UNS/ADR | $11,799 | $15,191 |
| JP MORGAN CHASE | $9,551 | $8,005 |
| KBC GROUP SA UNSP ADR | $6,112 | $4,954 |
| KERING UNSPON ADR EA REPR 0.1 | $4,479 | $9,492 |
| KEYENCE CORPORATION,FIRST SECT | $17,526 | $20,950 |
| KON KPN NV SPON ADR REP 1 ORD | $29,167 | $23,446 |
| KUBOTA CORPORATION | $3,154 | $2,748 |
| L'AIR LIQUIDE ADR OTC | $3,039 | $3,775 |
| L'OREAL ADR | $10,778 | $14,292 |
| LAS VEGAS SANDS CORP | $40,319 | $34,353 |
| LLOYDS BANKING GROUP PLC | $7,157 | $6,275 |
| LONDON STK EXCHANGE GROUP | $15,771 | $14,279 |
| LONGFOR PROPERTIES UNSP ADR | $10,872 | $25,387 |
| LVMH MOET HENN UNSP | $7,955 | $11,517 |
| MERCADOLIBRE, INC | $3,393 | $4,686 |
| MICROSOFT CORP | $22,634 | $36,159 |
| MURATA MFG INC UNSP/ADR | $9,652 | $9,529 |
| NASPERS LTD N SPONS ADR | $3,811 | $3,688 |
| NATIONAL GRID TRANSCO PLC | $28,749 | $22,838 |
| NESTLE S.A | $39,512 | $40,480 |
| NEW WORLD FUND, INC (F2) | $210,245 | $235,892 |
| NIDEC CORPORATION ADR | $4,713 | $7,237 |
| NINTENDO CO LTD ADR UNSPON | $12,047 | $9,566 |
| NMARSAT UNSP ADR EA REPR 1 ORD | $7,843 | $4,536 |
| NOVARTIS AG ADR | $5,536 | $6,264 |
| NOVO NORDISK A S | $19,764 | $22,252 |
| NTT DOCOMO | $7,003 | $7,298 |
| OCCIDENTAL PETROLEUM CORP | $12,438 | $10,803 |
| PERNOD-RECARD SA | $13,273 | $19,186 |
| PFIZER INC | $18,489 | $25,230 |
| PHILIP MORRIS INTL | $26,577 | $19,627 |
| PROCTER GAMBLE CO | $15,344 | $16,821 |
| PRUDENTIAL PLC SC | $18,844 | $17,473 |
| QUALCOMM INC | $30,002 | $28,057 |
| RECKITT BENCKISER GROUP | $25,570 | $20,758 |
| RELX PLC | $4,435 | $4,227 |
| RIO TINTO PLC SPONSORED ADR | $3,748 | $4,412 |
| ROYAL DUTCH SHEL PLC SPONS ADR | $44,004 | $38,721 |
| RYANAIR HOLDINGS PLC-ADR COM | $4,233 | $2,854 |
| RYOHIN KEIKAKU | $2,687 | $3,032 |
| SAFRAN SA - UNSPON ADR | $14,169 | $25,018 |
| SAMPO PLC UNSPONSORED ADR | $46,979 | $44,743 |
| SAMSONITE | $3,917 | $3,769 |
| SANDS CHINA LTD UNSP ADR | $19,437 | $18,203 |
| SAP AKTIENGESELL ADS | $14,675 | $15,629 |
| SCHLUMBERGER LTD | $7,241 | $3,969 |
| SHIN-ETSU CHEMICAL C | $6,214 | $5,299 |
| SMC CORP | $14,423 | $14,505 |
| SOCIETE GENERLE FRNCE ADR | $27,509 | $20,034 |
| SOFTBANK CP UNSP ADR | $8,622 | $10,465 |
| SONOVA HOLDING AG AD | $3,258 | $4,130 |
| SSE PLC SPON ADR | $27,198 | $18,355 |
| SVENSKA HANDELSBK UNS ADR | $9,120 | $7,914 |
| TAIWAN SEMICONDUCTOR MFG CO LT | $67,571 | $79,393 |
| TEXAS INSTRUMENTS INC | $10,355 | $15,782 |
| THE BOND FD OF AMERICA, CLASS | $497,564 | $489,592 |
| THE COCA-COLA CO | $23,995 | $26,800 |
| TOTAL FINA ELF S.A | $3,957 | $4,331 |
| UNICHARM CORP - SPN ADR | $6,706 | $7,597 |
| UNILEVER PLC AMER | $26,312 | $32,291 |
| VERIZON COMMUNICATIONS | $26,846 | $25,243 |
| VODAFONE GROUP PLC | $67,014 | $49,607 |
| VTECH HOLDINGS ADR | $16,925 | $13,423 |
| WALGREENS BOOTS ALLIANCE | $8,506 | $8,815 |
| WELLS FARGO & CO | $9,695 | $8,064 |
| WILLIAMS COS | $11,603 | $10,033 |
| WYNN MACAU | $3,147 | $4,306 |
| ZURICH INS GROU ADR | $30,975 | $30,048 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | AIRCRAFT - 1944 ROYAL NAVY BEE | Desc |
| EOY Book Value | $1,041,549 | EOYBookValueAmt |
| EOYFMV | $1,041,549 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $27,763 | $27,763 | |
| Administrative Set-Up Fee | $350 | $350 | |
| Bank Charges | $2,423 | $2,423 | |
| EQUIPMENT PURCHASE | $405 | $405 | |
| State or Local Filing Fees | $44 | $44 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Investment Management Services | $42,173 | $42,173 | |
| Philanthropic Consulting Srvcs | $28,260 | $28,260 | |
| AIRCRAFT MAINTENANCE & TRANSP. | $2,704 | $2,704 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|
| Haugh Granger | |||
| 10115 E Bell Road Suite 107 601 | Scottsdale | AZ | 85260 |
| Haugh Marjorie | |||
| 10115 E Bell Road Suite 107 601 | Scottsdale | AZ | 85260 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 990-PF Estimated Tax for 2018 | $3,700 | |
| 990-PF Excise Tax for 2017 | $1,908 | |
| Foreign Tax Paid | $7,847 | $7,847 |
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