HALSEY FAMILY FOUNDATION: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
HALSEY FAMILY FOUNDATION (EIN 20-2828241)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-05-11
IRS object ID
201541319349101769
Schema version
2014v5.0
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)
Return2015-05-11T14:24:52-05:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN420714325PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MCGLADREY 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 Begin2014-01-01TaxPeriodBeginDt

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
Signature2015-05-04SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCONNIE HENDERSONPreparerPersonNm
PTINP00156688PTIN
Phone8167533000PhoneNum
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-02-25 16:41:14ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$351,553FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$254,170ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$3,188DividendsRevAndExpnssAmt
Dividends Net Invst Incm$3,188DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$80,647NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$183,694GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$80,647CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$338,005TotalRevAndExpnssAmt
Total Net Invst Incm$83,835TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$1,200AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$1,200AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$104TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$150OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$150OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$1,454TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$150TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,200TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$19,450ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$19,450ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$20,904TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$150TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$20,650TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$317,101ExcessRevenueOverExpensesAmt
Net Investment Income$83,685NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$4,040SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$175,549SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$175,549SavAndTempCashInvstEOYFMVAmt
Other Investments BOY$92,739OtherInvestmentsBOYAmt
Other Investments EOY$126,938OtherInvestmentsEOYAmt
Other Investments EOYFMV$176,004OtherInvestmentsEOYFMVAmt
Total Assets BOY$96,779TotalAssetsBOYAmt
Total Assets EOY$302,487TotalAssetsEOYAmt
Total Assets EOYFMV$351,553TotalAssetsEOYFMVAmt
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$96,779RetainedEarningBOYAmt
Retained Earning EOY$302,487RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$96,779TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$302,487TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$96,779TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$302,487TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$96,779TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$317,101ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$413,880SubtotalAmt
Other Decreases$111,393OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$302,487TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
ADVISORS DISCIPLINED TRP2014-01-272014-01-27$443$443$0$0
PRUDENTIAL JENNISONP2010-04-262014-04-28$6,500$6,240$260$260
DAVIS NY VENTUREP2010-04-262014-04-28$4,000$3,271$729$729
ISHARES RUSSELL 1000P2008-08-042014-08-01$99,449$59,506$39,943$39,943
ISHARES RUSSELL 1000P2008-08-042014-09-03$65,095$33,587$31,508$31,508
CAPITAL GAINS DIVIDENDSP$8,207$8,207$8,207
FieldValueIRS element (for citing)
Capital Gain Net Income$80,647CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$7,276AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$102,038NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.071307DistributionYr1Rt
Adjusted Qlfy Distri Yr2$6,850AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$99,655NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.068737DistributionYr2Rt
Adjusted Qlfy Distri Yr3$8,855AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$100,605NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.088017DistributionYr3Rt
Adjusted Qlfy Distri Yr4$3,675AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$100,157NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.036692DistributionYr4Rt
Adjusted Qlfy Distri Yr5$8,934AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$110,221NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.081055DistributionYr5Rt
Total Distribution0.345808TotalDistributionRt
Average Distribution0.069162AverageDistributionRt
Net Vl Noncharitable Assets$209,138NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$14,464AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$837NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$15,301AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$20,650QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$837InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$837SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$837TaxBasedOnInvestmentIncomeAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Es Penalty$2EsPenaltyAmt
Tax Due$839TaxDueAmt

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$152,503AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$59,820AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$212,323TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$212,323AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$3,185CashDeemedCharitableAmt
Net Vl Noncharitable Assets$209,138NetVlNoncharitableAssetsAmt
Minimum Investment Return$10,457MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$10,457MinimumInvestmentReturnAmt
Tax Based On Investment Income$837TaxBasedOnInvestmentIncomeAmt
Total Tax$837TotalTaxAmt
Distributable Before Adj$9,620DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$9,620DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$9,620DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$20,650ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$20,650QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$837PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$19,813AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$9,620DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$3,425ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr3$3,865ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$1,962ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$2,382ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$11,634TotalExcessDistributionCyovAmt
Qualifying Distributions$20,650QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$9,620AppliedToCurrentYearAmt
Remaining Distri From Corpus$11,030RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$22,664TotalCorpusAmt
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$3,425ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$19,239ExcessDistriCyovToNextYrAmt
Excess From Year3$3,865ExcessFromYear3Amt
Excess From Year2$1,962ExcessFromYear2Amt
Excess From Year1$2,382ExcessFromYear1Amt
Excess From Current Year$11,030ExcessFromCurrentYearAmt

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 (16 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
ASPCA
PO BOX 96929WASHINGTONDC200902929NONEPCMISSIONS AND BENEVOLENCES$300
CAMDEN COUNTY HUMANE SOCIETY
PO BOX 1270KINGSLANDGA31548NONEPCMISSIONS AND BENEVOLENCES$1,000
CATO INSTITUTE
1000 MASSACHUSETTS AVENW WASHINGTONDC20001NONEPCMISSIONS AND BENEVOLENCES$250
CLIFFS RESIDENTS OUTREACH
1708 HIGHWAY 11 SUITE ELANDRUMSC29356NONEPCMISSIONS AND BENEVOLENCES$1,000
CORNELL LAB OF ORNITHOLOGY
159 SAPSUCKER WOODS RDITHACANY14850NONEPCMISSIONS AND BENEVOLENCES$250
GREENVILLE HUMANE SOCIETY
305 AIRPORT ROADGREENVILLESC29607NONEPCMISSIONS AND BENEVOLENCES$10,000
MARINE BIOLOGICAL LAB
7 MBL STREETWOODS HOLEMA02543NONEPCMISSIONS AND BENEVOLENCES$500
NATIONAL AUDUBON SOCIETY
225 VARICK STREETNEW YORKNY10014NONEPCMISSIONS AND BENEVOLENCES$400
NATURE CONSERVANCY
4245 NORTH FAIRFAX DRIVE SUITE 100ARLINGTONVA222031606NONEPCMISSIONS AND BENEVOLENCES$250
RUFF RESCUE
1690 HIGHGROVE CLUB DRIVEMILTONGA30004NONEPCMISSIONS AND BENEVOLENCES$1,000
RAILS TO TRAILS CONSERVANCY
2121 WARD CT NW 5TH FLOORWASHINGTONDC20037NONEPCMISSIONS AND BENEVOLENCES$600
THE SALVATION ARMY
1130 HAMPTON AVEST LOUISMO63139NONEPCMISSIONS AND BENEVOLENCES$500
THE USO
PO BOX 96860WASHINGTONDC200906860NONEPCMISSIONS AND BENEVOLENCES$300
WORLD WILDLIFE FUND
1250 TWENTY-FOURTH STREET NWWASHINGTONDC20090NONEPCMISSIONS AND BENEVOLENCES$200
BSA TROOP 772
C/O JOHN KNOX PRESBYTERIAN CHURCHMARIETTAGA30067NONEPCMISSIONS AND BENEVOLENCES$400505 POWERS FERRY RD
GREENVILLE SYMPHONY ORCHESTRA
200 SOUTH MAIN STREETGREENVILLESC29601NONEPCMISSIONS AND BENEVOLENCES$2,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$19,450TotalGrantOrContriPdDurYrAmt
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$3,188ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$80,647ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$83,835ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$83,835TotalIncomeProducingActyAmt

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 (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtNoncash ContributionNoncashContributionIndPerson ContributionPersonContributionInd
JOHN SANDRA HALSEY
1149 DUCK HAWK WAYMARIETTASC29661$240,197Yes (X)
HALSEY CHARITABLE LEAD TRUST
2THE COMMERCE TRUST COMPANY 922 WALNKANSAS CITYMO64106$13,973Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash Property2655 SHARES ISHARES TR RUSSEL 1000NoncashPropertyDesc
Fair Market Value$240,197FairMarketValueAmt
Received2014-07-28ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$1,200Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,200DisbursementsCharitablePrpsAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (4 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
ADVISORS DISCIPLINED TRAT COST$42,552$45,692
PRUDENTIAL JENNISON FUNDAT COST$7,114$6,969
DAVIS NY VENTURE FDAT COST$41,783$43,509
ISHARES RUSSELL 1000AT COST$35,489$79,834

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescMISCELLANEOUS BASIS ADJUSTMENTSDesc
Amt$111,393Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescMANAGEMENT FEESDesc
Revenue And Expenses Per Books$150RevenueAndExpensesPerBooksAmt
Net Investment Income$150NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL TAXESCategoryTxt
Amt$104Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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