The Haugh Foundation: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- The Haugh Foundation (EIN 47-5016481)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-05-05
- IRS object ID
- 201741259349101914
- 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
- Form 990-PF
- Schedule B
- Compensation Explanation
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-05-05T14:28:00-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | 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 | 2016-01-01 | 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 G HAUGH | PersonNm |
| Person Title | president | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2017-04-18 | 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 | 06391520171255000065 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2017-05-05 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | A03CA8425FE017993163D7917FD3F5FFAC126974 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 0B775BB9C0E0C9DA339247063A24C50179569C8E | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $6,054,968 | 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 | $1,000,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $53 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $53 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $130,462 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $130,462 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $77,453 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,233,307 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $77,453 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,207,968 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $207,968 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $60,468 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $38,708 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $21,760 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $8,412 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $5,069 | TaxesNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $22,090 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $22,090 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $23,987 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,736 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $22,251 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $114,957 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $45,513 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $66,101 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $194,117 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $194,117 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $309,074 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $45,513 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $260,218 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $898,894 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $162,455 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $215,770 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $224,766 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $224,766 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $4,864,637 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,754,535 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,830,202 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $5,080,407 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,979,301 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,054,968 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $5,080,407 | RetainedEarningBOYAmt |
| Retained Earning EOY | $5,979,301 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,080,407 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,979,301 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,080,407 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,979,301 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,080,407 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $898,894 | ExcessRevenueOverExpensesAmt |
| Subtotal | $5,979,301 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $5,979,301 | 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 | $1,233,307 | GrossSalesPriceAmt |
| Cost Or Other Basis | $1,155,854 | CostOrOtherBasisAmt |
| Gain Or Loss | $77,453 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $77,453 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $77,453 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $4,850 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,963,309 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.00247 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $0 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $0 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.0 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $0 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $0 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.0 | 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 | 0.00247 | TotalDistributionRt |
| Average Distribution | 0.00247 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $5,281,089 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $13,044 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,625 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $14,669 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $260,218 | 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 | $1,625 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,625 | SubtotalAmt |
| Tax Based On Investment Income | $1,625 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,838 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,838 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $213 | OverpaymentAmt |
| Applied To ES Tax | $213 | 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 | false | 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 |
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 / Sec* / Treas* | 10.0 | $0 | $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 | $5,207,674 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $153,838 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,361,512 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,361,512 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $80,423 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,281,089 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $264,054 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $264,054 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,625 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,625 | TotalTaxAmt |
| Distributable Before Adj | $262,429 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $262,429 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $262,429 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $260,218 | 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 | $260,218 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,625 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $258,593 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $262,429 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $29,684 | UndistributedIncomePYAmt |
| Prior Year1 | 2014 | PriorYear1Yr |
| Prior Year2 | 2013 | PriorYear2Yr |
| Prior Year3 | 2012 | PriorYear3Yr |
| Qualifying Distributions | $260,218 | QualifyingDistributionsAmt |
| Applied To Year1 | $29,684 | AppliedToYear1Amt |
| Applied To Current Year | $230,534 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $31,895 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 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 | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| CAYMAN ISLANDS CHARITY NETWORK INC | |||||||||||
| 3408 9 RD | INGALLS | KS | 67853 | N/A | PC | General & Unrestricted | $2,300 | ||||
| GARY SINISE FOUNDATION | |||||||||||
| PO BOX 50008 | STUDIO CITY | CA | 91614 | N/A | PC | to purchase 17 flagpoles and installation | $17,000 | ||||
| GRACE UNITED METHODIST CHURCH | |||||||||||
| 722 30TH AVE S | SEATTLE | WA | 98144 | N/A | PC | General & Unrestricted | $15,000 | ||||
| LINSLY SCHOOL INCORPORATED | |||||||||||
| 60 KNOX LN | WHEELING | WV | 26003 | N/A | PC | to erect a monument to Noah Linsly | $5,000 | ||||
| NORTH COUNTY FIRE PROTECTION DISTRICT | |||||||||||
| 330 S MAIN AVE | FALLBROOK | CA | 92028 | N/A | GOV | Fire Explorer Post 2740 | $8,507 | ||||
| PALOMAR COLLEGE FOUNDATION | |||||||||||
| 1140 W MISSION RD AA-132 | SAN MARCOS | CA | 92069 | N/A | PC | Veterans Psych Service Pilot Project | $40,000 | ||||
| PALOMAR COLLEGE FOUNDATION | |||||||||||
| 1140 W MISSION RD AA-132 | SAN MARCOS | CA | 92069 | N/A | PC | challenge fund | $20,000 | ||||
| REAL LIFE FELLOWSHIP AG | |||||||||||
| 3353 N HOUGHTON RD | TUCSON | AZ | 85749 | N/A | PC | Give Kids Hope Program | $10,000 | ||||
| SHIRLEY HOME FOR THE AGED INC | |||||||||||
| 17050 COUNTRY VIEW LN | SHIRLEYSBURG | PA | 17260 | N/A | PC | 2016 Improvement funds | $28,716 | ||||
| SIGMA NU EDUCATIONAL FOUNDATION INC | |||||||||||
| PO BOX 1869 | LEXINGTON | VA | 24450 | N/A | PC | General & Unrestricted | $10,069 | ||||
| THE BRIDGE FOUNDATION | |||||||||||
| N/A | PC | General & Unrestricted | $21,000 | 147 HELL RD | WESTBAY | GRAND CAYMAN | CJ | ||||
| UNIVERSITY OF WASHINGTON | |||||||||||
| PO BOX 24967 | SEATTLE | WA | 98124 | N/A | GOV | Phase I of the Cayman Consultation Project | $16,525 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $194,117 | 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 | $53 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $130,462 | 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 | $77,453 | 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 | $207,968 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $207,968 | 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 | The Haugh Family Trust | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10115 E Bell Rd STE 107 601 | AddressLine1Txt |
| City | Scottsdale | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85260 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,000,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Granger Haugh | PersonNm |
| Short Explanation | *removed from positions in 2016 | ShortExplanationTxt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (119 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AIA GROUP LTD | $27,048 | $25,144 |
| AIRBUS GROUP | $12,327 | $12,840 |
| AMADEUS IT HLDS SA | $9,356 | $10,152 |
| AMCAP FUND, INC. | $916,303 | $925,753 |
| AMCOR LTD | $21,482 | $24,166 |
| AMERICAN MUTUAL FUND | $857,932 | $897,063 |
| ASAHI KAISAI CP | $24,708 | $25,638 |
| ASML HOLDING NV NY REG SHS | $14,737 | $18,401 |
| ASSA ABLOY | $17,739 | $16,160 |
| ASSOCIATED BRITISH FOODS | $8,904 | $6,933 |
| ASTRAZENECA | $77,473 | $65,814 |
| BAE SYSTEMS | $11,179 | $11,089 |
| BAYERISCHE MOTOREN WERKE AG AD | $6,880 | $6,419 |
| BNP PARIBAS | $28,501 | $31,659 |
| BOEING CO | $18,345 | $18,837 |
| BOUYGUES FF 50 PAR | $22,776 | $21,329 |
| BRENNTAG AG | $4,382 | $4,451 |
| BRITISH AMERICAN TOBACCO | $33,633 | $34,364 |
| CALRSBERG AS SP ADR REP B | $13,925 | $13,566 |
| CANADIAN NATL RAILWAY CO | $4,689 | $5,662 |
| CAPITAL WORLD BOND FUND | $284,628 | $280,239 |
| CENTURYLINK INC | $14,374 | $13,745 |
| CHEVRON CORP | $80,220 | $98,162 |
| CME GROUP, INC | $80,514 | $97,471 |
| COMPAGNIE FINANCIERE RICHEMONT | $11,052 | $10,457 |
| CROWN CASTLE INTL | $20,287 | $20,304 |
| DBS GROUP HLDGS | $16,507 | $17,284 |
| DENSO CORP | $4,429 | $4,287 |
| DIAGEO | $78,557 | $77,643 |
| DNB NOR ASA | $5,008 | $5,952 |
| DOW CHEMICAL PV | $11,568 | $12,760 |
| EDP-ELECTRICIDADE DE PORTUGAL | $26,737 | $28,382 |
| ELI LILLY & CO | $20,285 | $17,946 |
| ENBRIDGE INC | $75,909 | $83,482 |
| ESSILOR INTL | $12,197 | $11,080 |
| FANUC LIMITED | $17,021 | $16,334 |
| GEMALTO N.V. | $7,762 | $7,638 |
| GENERAL ELECTRIC CO | $12,127 | $11,913 |
| GENMAB A/S | $10,542 | $10,032 |
| GIVAUDAN SA | $6,019 | $5,986 |
| GRIFOLS SA REP | $4,953 | $4,966 |
| GROUPE DANONE | $7,798 | $7,234 |
| HDFC BANK LTD | $8,267 | $8,374 |
| HELMERICH PAYNE | $11,965 | $14,319 |
| HP INC | $12,574 | $18,268 |
| HSBC HOLDINGS | $23,327 | $23,666 |
| HUANENG POWER INTL | $11,611 | $9,192 |
| IMPERIAL BRANDS PL | $50,862 | $43,376 |
| ING GROUP N V | $3,568 | $3,807 |
| INVESCO | $14,013 | $13,714 |
| IRON MOUNTAIN | $17,967 | $21,404 |
| JAPAN TOB INC | $3,666 | $2,859 |
| JAPAN TOBACCO INC | $27,338 | $24,718 |
| JARDINE MATHESON | $10,167 | $11,760 |
| KDDI CP | $4,976 | $5,085 |
| KERING UNSPON ADR EA REPR 0.1 | $6,796 | $6,884 |
| KEYENCE CORPORATION,FIRST SECT | $28,006 | $33,693 |
| KUBOTA CORPORATION | $4,944 | $4,337 |
| L'AIR LIQUIDE ADR OTC | $4,691 | $4,715 |
| L'OREAL ADR | $15,261 | $16,239 |
| LAMAR ADVERTISING CO | $12,868 | $14,793 |
| LAS VEGAS SANDS CORP | $68,840 | $75,255 |
| LIBERTY GLOBAL | $18,805 | $17,589 |
| LLOYDS BANKING GROUP | $27,864 | $24,682 |
| LONGFOR PROPERTIES | $28,474 | $28,551 |
| LVMH MOET HENN | $6,702 | $7,865 |
| MARKS & SPENCER GRP | $13,065 | $8,042 |
| MEDTRONIC | $8,070 | $7,408 |
| MICROSOFT CORP | $37,733 | $39,024 |
| MURATA MFG INC | $25,171 | $21,918 |
| NASPERS LTD | $4,584 | $4,942 |
| NATIONAL GRID TRANSCO | $68,802 | $59,030 |
| NESTLE S.A | $35,093 | $34,363 |
| NEW WORLD FUND, INC | $283,305 | $290,354 |
| NEW YORK COMNTY BANCORP INC | $10,802 | $11,153 |
| NIDEC CORPORATION | $6,201 | $7,372 |
| NORFOLK SOUTHERN CORP | $12,851 | $15,454 |
| NOVARTIS AG | $52,597 | $48,293 |
| NOVO NORDISK A S | $43,733 | $32,740 |
| NTT DOCOMO ADS | $5,882 | $6,598 |
| NUCOR CP | $11,778 | $16,963 |
| OCCIDENTAL PETROLEUM CORP | $63,535 | $65,318 |
| PERNOD-RECARD SA | $19,557 | $18,731 |
| PFIZER INC | $27,551 | $27,998 |
| PHILIP MORRIS INTL | $39,434 | $40,439 |
| PROCTER GAMBLE CO | $23,376 | $23,626 |
| PRUDENTIAL PLC SC | $44,186 | $42,575 |
| RECKITT BENCKISER GROUP | $5,502 | $4,973 |
| RIO TINTO | $11,601 | $13,807 |
| ROCHE HOLDING LTD | $91,934 | $80,740 |
| ROYAL DUTCH SHEL | $55,451 | $59,767 |
| RYOHIN KEIKAKU | $14,201 | $13,229 |
| SAFRAN SA | $20,672 | $21,959 |
| SAMPO | $58,077 | $53,982 |
| SAMSONITE | $5,760 | $5,562 |
| SAP AKTIENGESELL ADS | $16,203 | $16,595 |
| SIEMENS AG | $19,081 | $22,036 |
| SINGAPORE TELE | $76,125 | $70,381 |
| SMC CORP | $22,540 | $19,858 |
| SOFTBANK CP | $12,175 | $15,293 |
| SSE PLC | $31,595 | $28,035 |
| SUMITOMO MITSUI FINCL GRP | $4,880 | $5,088 |
| SVENSKA HANDELSBK | $19,043 | $20,343 |
| SYSMEX CORP | $14,861 | $13,978 |
| TAIWAN SEMICONDUCTOR MFG CO LT | $63,872 | $66,700 |
| TATE & LYLE | $46,317 | $45,750 |
| TEXAS INSTRUMENTS INC | $15,167 | $18,461 |
| THE BOND FD OF AMERICA | $578,529 | $576,617 |
| THE COCA-COLA CO | $25,008 | $24,544 |
| TOTAL FINA ELF S.A. | $16,781 | $18,655 |
| UBS AG | $4,547 | $3,902 |
| UMPQUA HOLDINGS CORPORATION | $12,843 | $15,606 |
| UNILEVER PLC AMER | $79,940 | $77,696 |
| VERIZON COMMUNICATIONS | $67,641 | $78,842 |
| VODAFONE GROUP | $102,743 | $87,582 |
| VTECH HOLDINGS | $23,327 | $30,430 |
| WPP | $4,972 | $5,090 |
| WYNN MACAU | $4,810 | $4,792 |
| XILINX INC | $26,666 | $33,686 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $22,082 | $22,082 | |
| Bank Charges | $1,736 | $1,736 | |
| Office Supplies | $144 | $144 | |
| State or Local Filing Fees | $25 | $25 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Investment Management Services | $38,708 | $38,708 | |
| PHILANTHROPIC CONSULTING SVCS | $20,000 | $20,000 | |
| PHILANTHROPIC ADVISORY SERVICE | $1,760 | $1,760 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 990-PF Estimated Tax for 2016 | $1,800 | |
| 990-PF Extension for 2015 | $1,543 | |
| Foreign Tax Paid | $5,069 | $5,069 |
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