HALSEY FAMILY FOUNDATION: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
HALSEY FAMILY FOUNDATION (EIN 20-2828241)
Tax period
2016-01-01 to 2016-12-31
Filed
2017-05-12
IRS object ID
201731329349100933
Schema version
2016v3.0
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)
Return2017-05-12T09:58:52-05:00ReturnTs
Tax Period End2016-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN420714325PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1RSM US LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line14801 MAIN STREET SUITE 400AddressLine1Txt
CityKANSAS CITYCityNm
State AbbreviationMOStateAbbreviationCd
ZIP64112ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2016-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN202828241EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE HALSEY FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlHALSBusinessNameControlTxt
Phone9133413642PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1149 DUCK HAWK WAYAddressLine1Txt
CityMARIETTACityNm
State AbbreviationSCStateAbbreviationCd
ZIP29661ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJOHN F HALSEYPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone9133413642PhoneNum
Signature2017-05-09SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCONNIE HENDERSONPreparerPersonNm
PTINP00156688PTIN
Phone8167533000PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address108.171.131.188IPv4AddressTxt
FieldValueIRS element (for citing)
IP2017-05-09IPDt
IP Tm10:52:50IPTm
IP TimezoneCDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdA4FB612D75E84EFDED87E55834366461BE7C3B9BAtSubmissionCreationDeviceId
At Submission Filing Device Id43426D2DC3D8343BDE73CC09D9D025F9F6D8D964AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$765,695FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$271,650ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$13,055DividendsRevAndExpnssAmt
Dividends Net Invst Incm$13,040DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$27,467NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$361,875GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$27,467CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$312,172TotalRevAndExpnssAmt
Total Net Invst Incm$40,507TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$1,241LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$1,241LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$1,250AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$1,250AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$83TaxesRevAndExpnssAmt
Taxes Net Invst Incm$83TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$5,551OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$5,551OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$8,125TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$5,634TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$2,491TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$90,400ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$90,400ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$98,525TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$5,634TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$92,891TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$213,647ExcessRevenueOverExpensesAmt
Net Investment Income$34,873NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$384,815SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$190,445SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$190,445SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$0USGovernmentObligationsBOYAmt
US Government Obligations EOY$53,735USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$52,439USGovtObligationsEOYFMVAmt
Corporate Stock BOY$0CorporateStockBOYAmt
Corporate Stock EOY$157,306CorporateStockEOYAmt
Corporate Stock EOYFMV$166,271CorporateStockEOYFMVAmt
Corporate Bonds BOY$0CorporateBondsBOYAmt
Corporate Bonds EOY$35,452CorporateBondsEOYAmt
Corporate Bonds EOYFMV$34,224CorporateBondsEOYFMVAmt
Other Investments BOY$136,341OtherInvestmentsBOYAmt
Other Investments EOY$299,896OtherInvestmentsEOYAmt
Other Investments EOYFMV$322,316OtherInvestmentsEOYFMVAmt
Total Assets BOY$521,156TotalAssetsBOYAmt
Total Assets EOY$736,834TotalAssetsEOYAmt
Total Assets EOYFMV$765,695TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$521,156RetainedEarningBOYAmt
Retained Earning EOY$736,834RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$521,156TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$736,834TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$521,156TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$736,834TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$521,156TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$213,647ExcessRevenueOverExpensesAmt
Other Increases$2,031OtherIncreasesAmt
Subtotal$736,834SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$736,834TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
MARKETABLE SECURITIES - ST2016-01-012016-12-31$229,644$223,998$5,646$5,646
MARKETABLE SECURITIES - LT2016-01-012016-12-31$129,629$110,410$19,219$19,219
CAPITAL GAINS DIVIDENDS$2,602$2,602$2,602P
FieldValueIRS element (for citing)
Capital Gain Net Income$27,467CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$93,980AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$433,018NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.217035DistributionYr1Rt
Adjusted Qlfy Distri Yr2$19,813AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$209,138NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.094736DistributionYr2Rt
Adjusted Qlfy Distri Yr3$7,276AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$102,038NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.071307DistributionYr3Rt
Adjusted Qlfy Distri Yr4$6,850AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$99,655NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.068737DistributionYr4Rt
Adjusted Qlfy Distri Yr5$8,855AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$100,605NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.088017DistributionYr5Rt
Total Distribution0.539832TotalDistributionRt
Average Distribution0.107966AverageDistributionRt
Net Vl Noncharitable Assets$638,496NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$68,936AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$349NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$69,285AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$92,891QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$349InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$349SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$349TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$283EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$283TotalPaymentsAndCreditsAmt
Tax Due$66TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateKSOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksJOHN F HALSEYIndividualWithBooksNm
Phone9133413642PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1149 DUCK HAWK WAYAddressLine1Txt
CityMARIETTACityNm
State AbbreviationSCStateAbbreviationCd
ZIP29661ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JOHN F HALSEY
149 DUCK HAWK WAYMARIETTASC29661TRUSTEE1.00$0$0$0
SANDRA M HALSEY
149 DUCK HAWK WAYMARIETTASC29661TRUSTEE1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$447,239AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$200,980AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$648,219TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$648,219AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$9,723CashDeemedCharitableAmt
Net Vl Noncharitable Assets$638,496NetVlNoncharitableAssetsAmt
Minimum Investment Return$31,925MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$31,925MinimumInvestmentReturnAmt
Tax Based On Investment Income$349TaxBasedOnInvestmentIncomeAmt
Total Tax$349TotalTaxAmt
Distributable Before Adj$31,576DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$31,576DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$31,576DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$92,891ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$92,891QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$349PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$92,542AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$31,576DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$3,865ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$1,962ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$2,382ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$11,030ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$72,603ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$91,842TotalExcessDistributionCyovAmt
Qualifying Distributions$92,891QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$31,576AppliedToCurrentYearAmt
Remaining Distri From Corpus$61,315RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$153,157TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$3,865ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$149,292ExcessDistriCyovToNextYrAmt
Excess From Year4$1,962ExcessFromYear4Amt
Excess From Year3$2,382ExcessFromYear3Amt
Excess From Year2$11,030ExcessFromYear2Amt
Excess From Year1$72,603ExcessFromYear1Amt
Excess From Current Year$61,315ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerJOHN F HALSEYContributingManagerNm
Contributing ManagerSANDRA M HALSEYContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
CORNELL LAB OF ORNITHOLOGY
159 SAPSUCKER WOODS RDITHACANY14850NONEPCMISSIONS AND BENEVOLENCES$2,500
DOCTORS WITHOUT BORDERS
333 7TH AVENUENEW YORKNY10001NONEPCMISSIONS AND BENEVOLENCES$500
HUMANE SOCIETY OF CAMDEN COUNTY
950 SOUTH GROVE BLVDKINGSLANDGA31548NONEPCMISSIONS AND BENEVOLENCES$25,400
NATIONAL AUDUBON SOCIETY
225 VARICK STREETNEW YORKNY10014NONEPCMISSIONS AND BENEVOLENCES$500
NATURE CONSERVANCY
4245 NORTH FAIRFAX DRIVE SUITE 100ARLINGTONVA222031606NONEPCMISSIONS AND BENEVOLENCES$500
PET TENDER ANGELS
PO BOX 6691GREENVILLESC29606NONEPCMISSIONS AND BENEVOLENCES$5,000
THE SALVATION ARMY
1909 OSBORNE ROADST MARYSGA31558NONEPCMISSIONS AND BENEVOLENCES$5,000
RAPHAEL HOUSE OF PORTLAND
4110 SE HAWTHORNE BLVDPORTLANDOR92714NONEPCMISSIONS AND BENEVOLENCES$1,500
POLLENATOR PARTNERSHIP
423 WASHINGTON STREETSAN FRANCISCOCA94111NONEPCMISSIONS AND BENEVOLENCE$500
XERCES SOCIETY FOR INVERTEBRATE CONSERVATION
628 NE BROADWAY SUITE 200PORTLANDOR97232NONEPCMISSIONS AND BENEVOLENCE$1,000
SPEAK FOR ANIMALS
PO BOX 24185GREENVILLESC29616NONEPCMISSIONS AND BENEVOLENCE$2,500
THE CHILDREN'S MUSEUM OF THE UPSTATE
300 COLLEGE STREETGREENVILLESC29601NONEPCMISSIONS AND BENEVOLENCE$500
KU ENDOWMENT FOR HALSEY INF DIS & TROP MED TRAINING
3901 RAINBOW BLVDKANSAS CITYKS66160NONEPCMISSIONS AND BENEVOLENCE$30,000
KING OF PEACE EPISCOPAL DAY SCHOOL
6230 LAUREL ISLAND PARKWAYKINGSLANDGA31548NONEMISSIONS AND BENEVOLENCE$15,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$90,400TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$13,055ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$27,467ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$40,522ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$40,522TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1HALSEY CHARITABLE LEAD TRUSTBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1THE COMMERCE TRUST COMPANY 922 WALNAddressLine1Txt
CityKANSAS CITYCityNm
State AbbreviationMOStateAbbreviationCd
ZIP64106ZIPCd
FieldValueIRS element (for citing)
Total Contributions$271,650TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$1,250Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,250DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondCORPORATE BONDSBondNm
EOY Book Value$35,452EOYBookValueAmt
EOYFMV$34,224EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCORPORATE STOCK-EQITIESStockNm
EOY Book Value$157,306EOYBookValueAmt
EOYFMV$166,271EOYFMVAmt

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$53,735USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$52,439USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$0StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$0StateLocalSecEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemMUTUAL FUNDSCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$299,896BookValueAmt
EOYFMV$322,316EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$1,241LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,241DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INV ADVISORY FEES$5,401$5,401$0
INV ADVISORY FEES$150$150$0

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescMISCELLANEOUS BASIS ADJUSTMENTSDesc
Amt$2,031Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAXESCategoryTxt
Amt$83Amt
Net Investment Income$83NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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