HARDI FOUNDATION: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- HARDI FOUNDATION (EIN 38-2108052)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-10-27
- IRS object ID
- 201633019349300603
- Schema version
- 2015v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-10-27T07:42:10-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 311401234 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCCURDY & ASSOCIATES INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4800 ROBERTS RD | AddressLine1Txt |
| City | COLUMBUS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43228 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 382108052 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HARDI FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HARD | BusinessNameControlTxt |
| Phone | 6143454328 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 445 HUTCHINSON AVE SUITE 550 | AddressLine1Txt |
| City | COLUMBUS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43235 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TALBOT GEE | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6143454328 | PhoneNum |
| Signature | 2016-10-20 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROBERT D MCCURDY CPA | PreparerPersonNm |
| PTIN | P00086054 | PTIN |
| Phone | 6149512298 | PhoneNum |
| Preparation | 2016-10-27 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | TALBOT GEE | PrincipalOfficerNm |
| Gross Receipts | $38,071 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | HARDINET.ORG/HARDI-FOUNDATION | WebsiteAddressTxt |
| Type Of Organization Other | Yes (X) | TypeOfOrganizationOtherInd |
| Other Organization Dsc | FOUNDATION | OtherOrganizationDsc |
| Formation | 1976 | FormationYr |
| Legal Domicile State | OH | LegalDomicileStateCd |
| Activity Or Mission | TO DEVELOP AND PROVIDE EDUCATIONAL MATERIALS AND LEARNING AIDS TO MEMBERS IN THE INDUSTRY AND CONSUMING PUBLIC AND TO PROVIDE EDUCATIONAL SCHOLARSHIPS TO INDIVIDUALS ENTERING THE HEATING, AIR-CONDITIONING AND REFRIGERATION INDUSTRY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 9 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 9 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $23,575 | PYContributionsGrantsAmt |
| CY Contributions Grants | $22,476 | CYContributionsGrantsAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $11,491 | PYInvestmentIncomeAmt |
| CY Investment Income | $15,595 | CYInvestmentIncomeAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $35,066 | PYTotalRevenueAmt |
| CY Total Revenue | $38,071 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $3,500 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $5,400 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $29,300 | PYOtherExpensesAmt |
| CY Other Expenses | $34,992 | CYOtherExpensesAmt |
| PY Total Expenses | $32,800 | PYTotalExpensesAmt |
| CY Total Expenses | $40,392 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $2,266 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$2,321 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $315,685 | TotalAssetsBOYAmt |
| Total Assets EOY | $283,368 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $10,053 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $305,632 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $283,368 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO DEVELOP AND PROVIDE EDUCATIONAL MATERIALS AND LEARNING AIDS TO MEMBERS IN THE INDUSTRY AND CONSUMING PUBLIC AND TO PROVIDE EDUCATIONAL SCHOLARSHIPS TO INDIVIDUALS ENTERING THE HEATING, AIR-CONDITIONING AND REFRIGERATION INDUSTRY. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $20,000 | ExpenseAmt |
| Revenue | $15,667 | RevenueAmt |
| Desc | THE FOUNDATION CONTRACTED WITH THE ALTERRA GROUP TO CONDUCT A RESEARCH PROJECT ON CHANNEL FLOW QUANTIFICATION. THE RESEARCH STUDY WILL QUANTIFY THE TOTAL FLOW OF UNITARY PRODUCTS AND EQUIPMENT THROUGH VARIOUS DISTRIBUTION CHANNELS, AS WELL AS PROVIDE INSIGHTS INTO THE USE AND EFFECTIVENESS OF THOSE CHANNELS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $6,500 | ExpenseAmt |
| Desc | THE HARDI FOUNDATION PAID THE INDIAN RIVER CONSULTING GROUP FOR A GROUNDBREAKING RESEARCH PROJECT. THE PROJECT FOCUSES ON DISTRIBUTORS ROLE IN DEMAND CREATION AND ANSWERING PRESSING REAL-WORLD ISSUES WITH URGENT FINANCIAL IMPLICATIONS SUCH AS: THE ROI OF DISTRIBUTOR CHANNELS, GO-TO- MARKET STRATEGIES, CHANNEL COMPENSATION AND MORE. AS A RESULT OF THE COMPLETED PROJECT, A BOOK BECAME AVAILABLE FOR RESALE TO MEMBERS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $5,400 | ExpenseAmt |
| Grant | $5,400 | GrantAmt |
| Desc | FUNDS ARE SUMBITTED TO THE UNIVERSITY OF INDUSTRIAL DISTRIBUTION (UID) FOR THE DAVID M. LAWSON SCHOLARSHIP PROVIDED TO 3 MEMBERS OF THE INDUSTRY FOR CONTINUED EDUCATION IN 2015. A WRITTEN REPORT WAS REQUIRED TO PROVIDE INSIGHT TO THE INDUSTRY AND THEIR UNIQUE QUALIFICATIONS. THIS SCHOLARSHIP HELPS PAY FOR THE UID EVENT. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $31,900 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | false | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | false | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | false | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | false | Form8899Filedind |
| Form1098 C Filed | false | Form1098CFiledInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 9 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 9 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | false | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | false | DocumentRetentionPolicyInd |
| Compensation Process CEO | false | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HARDI FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6143454328 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 445 HUTCHINSON AVE SUITE 550 | AddressLine1Txt |
| City | COLUMBUS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43235 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (9 entries)
| TitleTitleTxt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|
| RICHARD COOK | ||||
| CHAIRMAN | Yes (X) | $0 | $0 | $0 |
| KAREN MEDONIA | ||||
| TREASURER | Yes (X) | $0 | $0 | $0 |
| DAVID MCILWAINE | ||||
| TRUSTEE | Yes (X) | $0 | $0 | $0 |
| CAMERON PERKINS | ||||
| TRUSTEE | Yes (X) | $0 | $0 | $0 |
| KEVIN DEIR | ||||
| TRUSTEE | Yes (X) | $0 | $0 | $0 |
| DAN LAUTERHAHN | ||||
| TRUSTEE | Yes (X) | $0 | $0 | $0 |
| MARK BRAY | ||||
| TRUSTEE | Yes (X) | $0 | $0 | $0 |
| WADE BOELTER | ||||
| TRUSTEE | Yes (X) | $0 | $0 | $0 |
| PHILLIP WINDHAM | ||||
| TRUSTEE | Yes (X) | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| All Other Contributions | $22,476 | AllOtherContributionsAmt |
| Total Contributions | $22,476 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $15,595 | TotalRevenueColumnAmt |
| Exclusion | $15,595 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $38,071 | TotalRevenueColumnAmt |
| Exclusion | $15,595 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,400 | TotalAmt |
| Program Services | $5,400 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,725 | TotalAmt |
| Management And General | $4,725 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| RESEARCH PROJECT | $26,500 | $26,500 | |
| MISCELLANEOUS | $3,767 | $3,767 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,392 | TotalAmt |
| Program Services | $31,900 | ProgramServicesAmt |
| Management And General | $8,492 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $48,320 | BOYAmt |
| EOY | $16,874 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $3,478 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $267,365 | BOYAmt |
| EOY | $263,016 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $315,685 | BOYAmt |
| EOY | $283,368 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,053 | BOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,053 | BOYAmt |
| EOY | $0 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $305,632 | BOYAmt |
| EOY | $283,368 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $305,632 | BOYAmt |
| EOY | $283,368 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $315,685 | BOYAmt |
| EOY | $283,368 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$2,321 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$19,943 | NetUnrlzdGainsLossesInvstAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | Yes (true) | AccountantCompileOrReviewInd |
Acct Compile Or Review Basis AcctCompileOrReviewBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| FS Audited | false | FSAuditedInd |
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,285 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $147,058 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $181,580 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $23,575 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,809 | CurrentTaxYearAmt |
| Total | $368,307 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $15,667 | CurrentTaxYearAmt |
| Total | $15,667 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,285 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $147,058 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $181,580 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $23,575 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $22,476 | CurrentTaxYearAmt |
| Total | $383,974 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $383,974 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,015 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,145 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,926 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,459 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $15,595 | CurrentTaxYearAmt |
| Total | $38,140 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,015 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,145 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,926 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,459 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $15,595 | CurrentTaxYearAmt |
| Total | $38,140 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $14,300 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $153,203 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $189,506 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $27,034 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $38,071 | CurrentTaxYearAmt |
| Total | $422,114 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.90960 | PublicSupportCY509Pct |
| Public Support PY509 | 0.93490 | PublicSupportPY509Pct |
| Investment Income CY | 0.09000 | InvestmentIncomeCYPct |
| Investment Income PY | 0.07000 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIPS | GrantTypeTxt |
| Recipient | 3 | RecipientCnt |
| Cash Grant | $5,400 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE I, PAGE 1, PART I, LINE 2 | FormAndLineReferenceDesc |
| Explanation | FUNDS ARE SUBMITTED TO THE UNIVERISTY OF INDUSTRIAL DISTRIBUTION (UID) FOR THE DAVID M. LAWSON SHOLARSHIP PROVIDED TO MEMBERS OF THE INDUSTRY FOR CONTINUED EDUCATION. A WRITTEN REPORT IS REQUIRED FROM GRANT RECEPIENTS PROVIDING INSIGHT TO THE INDUSTRY AND THEIR UNIQUE QUALIFICATIONS. THIS SCHOLARSHIPS HELPS PAY FOR THE UID EVENT. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990 - ORGANIZATION'S MISSION | TO DEVELOP AND PROVIDE EDUCATIONAL MATERIALS AND LEARNING AIDS TO MEMBERS IN THE INDUSTRY AND CONSUMING PUBLIC AND TO PROVIDE EDUCATIONAL SCHOLARSHIPS TO INDIVIDUALS ENTERING THE HEATING, AIR-CONDITIONING AND REFRIGERATION INDUSTRY. |
| FORM 990, PAGE 6, PART VI, LINE 11B | TALBOT GEE, CEO AND EMILY SAVING, VICE PRESIDENT PROFESSIONAL & PROGRAM DEVELOPMENT, ARE RESPONSIBLE FOR REVIEWING THE FORM 990 BEFORE FILING. |
| FORM 990, PAGE 6, PART VI, LINE 12C | IF ANY GOVERNING BOARD MEMBER HAS A CONFLICT OF INTEREST WITH THE FOUNDATION, HE OR SHE SHALL CALL SUCH CONFLICT TO THE ATTENTION OF THE BOARD. AFTER IDENTIFYING THE ISSUE, MATTER OR TRANSACTION TO WHICH A CONFLICT EXISTS, THE INDIVIDUAL, HIS OR HER OFFICAL CAPACITY, SHALL WITHDRAW FROM ANY FURTHER INVOLVEMENT IN THAT ISSUE, UNLESS THE CONFLICT IS IMMATERIAL OR NOT ADVERSE TO THE FOUNDATION. |
| FORM 990, PAGE 6, PART VI, LINE 19 | THE FOUNDATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST AND FOR INSPECTION AT THE FOUNDATION'S OFFICE. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HARDI | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3455 MILL RUN DRIVE | AddressLine1Txt |
| City | HILLIARD | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43026 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 030443301 | EIN |
| Primary Activities | TRADE ASSO | PrimaryActivitiesTxt |
| Legal Domicile State | OH | LegalDomicileStateCd |
| Exempt Code Section | 501C6 | ExemptCodeSectionTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | false | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (true) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|
| HARDI | |
| N | DE MINIMIS AMOUNT |
| HARDI | |
| O | DE MINIMIS AMOUNT |
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