HARDEN FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- HARDEN FOUNDATION (EIN 94-6098887)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-07-03
- IRS object ID
- 201821849349100607
- Schema version
- 2017v2.2
- 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
- Accounting Fees Schedule
- Land Etc Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-07-03T10:58:06-07:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 941138201 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KOKJER PIEROTTI MAIOCCO &DUCK | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 333 PINE ST 5TH FLOOR | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 941043319 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 946098887 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HARDEN FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HARD | BusinessNameControlTxt |
| Phone | 8314423005 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 779 | AddressLine1Txt |
| City | SALINAS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93902 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Joseph Grainger | PersonNm |
| Person Title | Executive Director | PersonTitleTxt |
| Signature | 2018-06-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Richard Pierotti | PreparerPersonNm |
| PTIN | P00314987 | PTIN |
| Phone | 4159814224 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $63,602,450 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $534 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $534 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,005,237 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,005,237 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $119,130 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $119,130 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $77,551 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $1,795,774 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $12,945,870 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,795,774 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $5,008,432 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $7,929,107 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,920,675 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $243,138 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $113,504 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $129,634 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $52,951 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $52,951 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $122,674 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $38,314 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $84,862 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $305 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $101 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $204 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $53,320 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $26,660 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $26,660 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $473,164 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $473,164 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $152,979 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,382 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $5,498 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $172,584 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $7,317 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $35,983 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $11,137 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $24,988 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $7,829 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $2,961 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $4,868 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $255 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $84 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $170 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $200,526 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $56,400 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $144,927 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,515,708 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $732,024 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $474,762 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,391,340 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,516,340 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,907,048 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $732,024 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,991,102 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $4,022,059 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,188,651 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $133,476 | CashBOYAmt |
| Cash EOY | $368,673 | CashEOYAmt |
| Cash EOYFMV | $368,673 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,246,056 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $894,072 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $894,072 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $25,879 | AcctRcvblAmt |
| Acct Rcvbl BOY | $29,352 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $25,879 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $25,789 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $15,595 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $14,745 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $14,745 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $16,006 | USGovernmentObligationsBOYAmt |
| Corporate Stock BOY | $44,075,213 | CorporateStockBOYAmt |
| Corporate Stock EOY | $48,513,009 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $48,513,009 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,119,598 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,041,947 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,041,947 | CorporateBondsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $8,173,146 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,797,935 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $5,538,972 | LandBOYAmt |
| Land EOY | $5,375,211 | LandEOYAmt |
| Land EOYFMV | $11,744,215 | LandEOYFMVAmt |
| Other Assets BOY | $6,867 | OtherAssetsBOYAmt |
| Total Assets BOY | $53,181,135 | TotalAssetsBOYAmt |
| Total Assets EOY | $57,233,536 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $63,602,450 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $34,812 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $50,151 | AccountsPayableEOYAmt |
| Grants Payable BOY | $500,000 | GrantsPayableBOYAmt |
| Grants Payable EOY | $358,770 | GrantsPayableEOYAmt |
| Deferred Revenue BOY | $39,710 | DeferredRevenueBOYAmt |
| Deferred Revenue EOY | $39,710 | DeferredRevenueEOYAmt |
| Other Liabilities BOY | $1,062,563 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $1,218,796 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $1,637,085 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,667,427 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $51,544,050 | UnrestrictedBOYAmt |
| Unrestricted EOY | $55,566,109 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $51,544,050 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $55,566,109 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $53,181,135 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $57,233,536 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $51,544,050 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $4,022,059 | ExcessRevenueOverExpensesAmt |
| Subtotal | $55,566,109 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $55,566,109 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | UBS Schedule Attached | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2000-01-01 | AcquiredDt |
| Sold | 2017-12-01 | SoldDt |
| Gross Sales Price | $12,945,870 | GrossSalesPriceAmt |
| Cost Or Other Basis | $11,150,096 | CostOrOtherBasisAmt |
| Gain Or Loss | $1,795,774 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $1,795,774 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,795,774 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $2,695,543 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $51,893,306 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.05194 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $2,811,694 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $54,709,825 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.05139 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $3,144,301 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $53,892,798 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.05834 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $2,996,367 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $50,241,405 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.05964 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $2,612,221 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $46,494,788 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.05618 | DistributionYr5Rt |
| Total Distribution | 0.277503 | TotalDistributionRt |
| Average Distribution | 0.055501 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $55,040,848 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $3,054,822 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $21,887 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $3,076,709 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $2,999,925 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $43,773 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $43,773 | SubtotalAmt |
| Tax Based On Investment Income | $43,773 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $38,866 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $20,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $58,866 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $15,093 | OverpaymentAmt |
| Applied To ES Tax | $15,093 | 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 |
| Form990 T Filed | false | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | http://www.hardenfoundation.org | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOSEPH C GRAINGER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8314423005 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1636 ERCIA STREET | AddressLine1Txt |
| City | SALINAS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93906 | 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 | false | 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 |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| 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 |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt |
|---|---|---|---|---|---|---|---|
| LINDA TAYLOR | |||||||
| 150 Main Street Suite 400 | SALINAS | CA | 93901 | President | 0.00 | $0 | |
| LYDIA M TORRES | |||||||
| 310 THIRD STREET | SOLEDAD | CA | 93960 | NON-VOTING/NBM | 40.00 | $71,956 | $8,693 |
| CHRIS DALMAN | |||||||
| 15961 TORO HILLS AVE | SALINAS | CA | 93908 | Secretary | 0.00 | $0 | |
| C BILL ELLIOT | |||||||
| 26001 BUCKS RUN | SALINAS | CA | 93908 | VICE PRES/TREAS | 0.00 | $0 | |
| JOSEPH C GRAINGER | |||||||
| 19667 WOODCREST DRIVE | SALINAS | CA | 93908 | EXEC. DIRECTOR | 40.00 | $171,182 | $36,660 |
| MIKE ANTLE | |||||||
| PO BOX 4070 | SALINAS | CA | 93912 | Director | 0.00 | $0 | |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARIA HOLGUIN-GUERRERO | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1636 ERCIA ST | AddressLine1Txt |
| City | SALINAS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93906 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | PROG OFFICER | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $52,951 | CompensationAmt |
| Employee Benefits | $26,796 | EmployeeBenefitsAmt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC | |||||
| 200 CLOCK TOWER PLACE SUITE C-100 | CARMEL | CA | 939238680 | INVESTMENT MANAGER | $344,752 |
| ROLLIE HAAS MASTER LANDSCAPES | |||||
| PO BOX 2208 | SALINAS | CA | 93902 | YARD MAINTENANCE | $82,282 |
| REIK & CO | |||||
| 1540 INTERNATIONAL PARKWAY 2000 | LAKE MARY | FL | 32746 | INVESTMENT MANAGER | $128,412 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE 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 | $0 | Expenses1Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $48,747,761 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,211,679 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $5,919,594 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $55,879,034 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $55,879,034 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $838,186 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $55,040,848 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,752,042 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,752,042 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $43,773 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $43,773 | TotalTaxAmt |
| Distributable Before Adj | $2,708,269 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $2,708,269 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $2,708,269 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,991,102 | ExpensesAndContributionsAmt |
| Charitable Assets Acquis Paid | $8,823 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $2,999,925 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $2,999,925 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,708,269 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $309,359 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $528,674 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $515,453 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $202,538 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $138,210 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,694,234 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,999,925 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,708,269 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $291,656 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,985,890 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $309,359 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,676,531 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $528,674 | ExcessFromYear4Amt |
| Excess From Year3 | $515,453 | ExcessFromYear3Amt |
| Excess From Year2 | $202,538 | ExcessFromYear2Amt |
| Excess From Year1 | $138,210 | ExcessFromYear1Amt |
| Excess From Current Year | $291,656 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JOSEPH GRAINGER | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 779 | AddressLine1Txt |
| City | SALINAS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93902 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8314423005 | RecipientPhoneNum |
| Recipient Email Address | joe@hardenfoundation.org | RecipientEmailAddressTxt |
| Form And Info And Materials | SEE ATTACHED "GUIDELINES FOR GRANT APPLICANTS" | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | SEE ATTACHED "GUIDELINES FOR GRANT APPLICANTS" | SubmissionDeadlinesTxt |
| Restrictions On Awards | SEE ATTACHED "GUIDELINES FOR GRANT APPLICANTS" | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | SCHEDULE ATTACHED | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 779 | AddressLine1Txt |
| City | SALINAS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93902 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NOT APPLICABLE | RecipientRelationshipTxt |
| Recipient Foundation Status | PUBLIC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | SCHEDULE ATTACHED | GrantOrContributionPurposeTxt |
| Amt | $2,516,340 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,516,340 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Hartnell College Foundation | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 411 Central Ave Room 101 | AddressLine1Txt |
| City | Salinas | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93901 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | N/A | RecipientRelationshipTxt |
| Recipient Foundation Status | PUBLIC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | Funding for STEM and Ag-Tech based programming and state of the art technology at the New Science Center at Hartnell College. | GrantOrContributionPurposeTxt |
| Amt | $375,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $375,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $534 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,005,237 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $77,551 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,795,774 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| FMV ADJUSTMENT-SECURITIES | 1 | $5,008,332 |
| Miscellaneous Income | 1 | $100 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $7,887,528 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $7,887,528 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 1 | LineNumberTxt |
| Relationship Statement | NOT APPLICABLE | RelationshipStatementTxt |
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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| KOKJER, PIEROTTI, MAIOCCO & DUCK LLP | $37,820 | $18,910 | $0 | $18,910 |
| RYAN & McDONALD | $15,500 | $7,750 | $0 | $7,750 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| Furniture and Fixtures | $306,567 | $291,063 | $15,504 | $15,506 |
| Improvements | $6,475,582 | $2,506,872 | $3,968,710 | $3,968,709 |
| Land | $1,390,997 | $1,390,997 | $7,760,000 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legal Fees | $305 | LegalFeesAmt |
| Net Investment Income | $101 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $204 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (15 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ALARM EXPENSES | $3,679 | $450 | $3,229 |
| BANK CHARGES | $36 | $31 | $5 |
| COMPUTER & SOFTWARE SUPPORT EXPENSE | $24,749 | $2,848 | $21,901 |
| DISPOSAL | $856 | $856 | |
| DUES & SUBSCRIPTIONS | $2,644 | $2,274 | |
| GRANT EXPENSE | -$16,230 | ||
| INSURANCE | $25,615 | $13,004 | $12,807 |
| INSURANCE-RENTAL ALLOCATION | -$6,529 | -$6,529 | |
| OFFICE EXPENSES | $1,644 | $244 | $1,400 |
| OFFICE SUPPLIES | $5,326 | $1,339 | $3,969 |
| Rental Expenses | $41,579 | $41,579 | |
| REPAIRS & MAINTENANCE | $100,911 | $3,071 | $84,094 |
| SALINAS VALLEY MEMORIAL HOSP.-FLOWERS | $2,896 | $2,622 | |
| STATE COMPENSATION INSURANCE | $1,606 | $363 | |
| UTILITIES-HOUSE | $11,744 | $11,770 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| FMV ADJUSTMENT-SECURITIES | $5,008,332 |
| Miscellaneous Income | $100 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| REIK-INVESTMENT MANAGEMENT FEES | $128,412 | $128,412 | $0 | $0 |
| UBS - INVESTMENT MANAGEMENT | $344,752 | $344,752 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| 2017 EXCISE TAX -INVESTMENT INCOME | $145,099 | ||
| ATTORNEY GENERAL | $150 | $150 | |
| REAL ESTATE TAXES | $42,778 | $5,348 | $37,430 |
| REAL ESTATE TAXES-RENTAL ALLOCATION | $35,048 | -$35,048 |
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