HARTWOOD FOUNDATION INC: Form 990, tax year 2012

View the entire original 990 at ProPublica ↗

Organization: HARTWOOD FOUNDATION INC (EIN 23-7367530)
Tax period: 2012-07-01 to 2013-06-30
Filed: 2014-02-26
IRS object ID: 201430579349300203
Schema version: 2012v2.1
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
Form 990
Schedule A
Schedule B
Schedule D
Schedule O

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2014-02-26T08:31:39-06:00	Timestamp
Tax Period End Date	2013-06-30	TaxPeriodEndDate

Preparer Firm PreparerFirm

Field	Value	IRS element (for citing)
EIN	521754364	EIN

Preparer Firm Business Name PreparerFirmBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	E COHEN AND COMPANY CPAS	BusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

Field	Value	IRS element (for citing)
Address Line1	ONE RESEARCH COURT SUITE 101	AddressLine1
City	ROCKVILLE	City
State	MD	State
ZIP Code	20850	ZIPCode

Field	Value	IRS element (for citing)
Return Type	990	ReturnType
Tax Period Begin Date	2012-07-01	TaxPeriodBeginDate

Filer Filer

Field	Value	IRS element (for citing)
EIN	237367530	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	HARTWOOD FOUNDATION INC	BusinessNameLine1

Field	Value	IRS element (for citing)
Name Control	HART	NameControl
Phone	7032730939	Phone

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	3702 PENDER DRIVE NO 410	AddressLine1
City	FAIRFAX	City
State	VA	State
ZIP Code	22030	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	ANDREW GYOURKO	Name
Title	EXECUTIVE DIRECTOR	Title
Phone	7039143901	Phone
Date Signed	2014-01-29	DateSigned
Authorize Third Party	1	AuthorizeThirdParty

Preparer Preparer

Field	Value	IRS element (for citing)
Name	ERIC COHEN CPA	Name
PTIN	P00501016	PTIN
Phone	3019176200	Phone

Field	Value	IRS element (for citing)
Tax Year	2012	TaxYear
Build TS	2015-11-30 17:44:51Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Name Of Principal Officer Person	ANDREW GYOURKO	NameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

Field	Value	IRS element (for citing)
Address Line1	3702 PENDER DRIVE NO 410	AddressLine1
City	FAIRFAX	City
State	VA	State
ZIP Code	22030	ZIPCode

Field	Value	IRS element (for citing)
Gross Receipts	10220018	GrossReceipts
Group Return For Affiliates	0	GroupReturnForAffiliates
Organization501c3	X	Organization501c3
Web Site	WWW.HARTWOODFOUNDATION.COM	WebSite
Type Of Organization Corporation	X	TypeOfOrganizationCorporation
Year Formation	1973	YearFormation
State Legal Domicile	VA	StateLegalDomicile
Activity Or Mission Description	TO PROVIDE OPPORTUNITIES IN COMMUNITY LIFE FOR PEOPLE WITH DEVELOPMENTAL DISABILITIES.	ActivityOrMissionDescription
Nbr Voting Members Governing Body	6	NbrVotingMembersGoverningBody
Nbr Independent Voting Members	6	NbrIndependentVotingMembers
Total Nbr Employees	204	TotalNbrEmployees
Total Nbr Volunteers	6	TotalNbrVolunteers
Total Gross UBI	0	TotalGrossUBI
Net Unrelated Business Txbl Income	0	NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year	258804	ContributionsGrantsPriorYear
Contributions Grants Current Year	237771	ContributionsGrantsCurrentYear
Program Service Revenue Prior Year	8000697	ProgramServiceRevenuePriorYear
Program Service Revenue CY	8254646	ProgramServiceRevenueCY
Investment Income Prior Year	223327	InvestmentIncomePriorYear
Investment Income Current Year	221371	InvestmentIncomeCurrentYear
Other Revenue Prior Year	6528	OtherRevenuePriorYear
Other Revenue Current Year	15586	OtherRevenueCurrentYear
Total Revenue Prior Year	8489356	TotalRevenuePriorYear
Total Revenue Current Year	8729374	TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year	0	GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY	0	GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year	0	BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY	0	BenefitsPaidToMembersCY
Salaries Etc Prior Year	6445462	SalariesEtcPriorYear
Salaries Etc Current Year	6461980	SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year	0	TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY	0	TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year	0	TotalFundrsngExpCurrentYear
Other Expense Prior Year	2043776	OtherExpensePriorYear
Other Expenses Current Year	2140889	OtherExpensesCurrentYear
Total Expenses Prior Year	8489238	TotalExpensesPriorYear
Total Expenses Current Year	8602869	TotalExpensesCurrentYear
Revenues Less Expenses Prior Year	118	RevenuesLessExpensesPriorYear
Revenues Less Expenses CY	126505	RevenuesLessExpensesCY
Total Assets BOY	7508319	TotalAssetsBOY
Total Assets EOY	7724762	TotalAssetsEOY
Total Liabilities BOY	663626	TotalLiabilitiesBOY
Total Liabilities EOY	693439	TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY	6844693	NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY	7031323	NetAssetsOrFundBalancesEOY
Info In Schedule O Part III	X	InfoInScheduleOPartIII
Mission Description	THE MISSION OF HARTWOOD FOUNDATION, INC (THE FOUNDATION), A NOT-FOR-PROFIT ORGANIZATION EXEMPT UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC), IS TO PROVIDE SERVICES FOR PERSONS WITH DEVELOPMENTAL DISABILITIES BY FURNISHING HOUSING AND TRAINING IN INDEPENDENT LIVING.	MissionDescription
Significant New Program Services	0	SignificantNewProgramServices
Significant Change	0	SignificantChange
Expense	6114069	Expense
Revenue	6744990	Revenue
Description	THE FOUNDATION PROVIDES SERVICES FOR PEOPLE WITH DEVELOPMENTAL DISABILITIES BY FURNISHING HOUSING AND TRAINING IN INDEPENDENT LIVING. THE FOUNDATION OPERATES FIFTEEN GROUP HOMES UNDER COMMUNITY GRANTS FROM FAIRFAX COUNTY, VA AND THE MR. WAIVER PROGRAM.	Description

Activity2 Activity2

Field	Value	IRS element (for citing)
Expense	1198206	Expense
Revenue	1525242	Revenue
Description	THE FOUNDATION PROVIDES TRAINING AND ASSISTANCE TO CHILDREN AND ADULTS WITH DEVELOPMENTAL DISABILITIES. THE FOUNDATION OPERATES THREE GROUP HOMES IN HENRICO COUNTY, VIRGINIA UNDER THE MR. WAIVER PROGRAM.	Description

Field	Value	IRS element (for citing)
Total Program Service Expense	7312275	TotalProgramServiceExpense
Described In501 C3	1	DescribedIn501C3
Schedule B Required	1	ScheduleBRequired
Political Activities	0	PoliticalActivities
Lobbying Activities	0	LobbyingActivities
Subject To Proxy Tax	0	SubjectToProxyTax
Donor Advised Funds	0	DonorAdvisedFunds
Conservation Easements	0	ConservationEasements
Collections Of Art	0	CollectionsOfArt
Credit Counseling	0	CreditCounseling
Term Or Permanent Endowments	0	TermOrPermanentEndowments
Report Land Bldg Equip	1	ReportLandBldgEquip
Report Invest Oth Securities	0	ReportInvestOthSecurities
Report Prog Rel Invest	0	ReportProgRelInvest
Report Other Assets	0	ReportOtherAssets
Report Other Liabilities	1	ReportOtherLiabilities
Report Fin48 Footnote	1	ReportFin48Footnote
Independent Audit Financial Stmt	1	IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt	0	ConsolidatedAuditFinancialStmt
School	0	School
Foreign Office	0	ForeignOffice
Foreign Activities	0	ForeignActivities
More Than5000 K To Organizations	0	MoreThan5000KToOrganizations
More Than5000 K To Individuals	0	MoreThan5000KToIndividuals
Professional Fundraising	0	ProfessionalFundraising
Fundraising Activities	0	FundraisingActivities
Gaming	0	Gaming
Hospital	0	Hospital
Grants To Organizations	0	GrantsToOrganizations
Grants To Individuals	0	GrantsToIndividuals
Schedule J Required	0	ScheduleJRequired
Tax Exempt Bonds	0	TaxExemptBonds
Excess Benefit Transaction	0	ExcessBenefitTransaction
Prior Excess Benefit Transaction	0	PriorExcessBenefitTransaction
Loan To Officer Or DQP	0	LoanToOfficerOrDQP
Grant To Related Person	0	GrantToRelatedPerson
Bsnss Rltnshp With Organization	0	BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member	0	BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp	0	OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions	0	DeductibleNonCashContributions
Deductible Contributions Of Art	0	DeductibleContributionsOfArt
Terminated	0	Terminated
Partial Liquidation	0	PartialLiquidation
Disregarded Entity	0	DisregardedEntity
Related Entity	0	RelatedEntity
Related Org Controlled Entity	0	RelatedOrgControlledEntity
Transfers To Exempt Non Chrtbl Org	0	TransfersToExemptNonChrtblOrg
Activities Conducted Partnership	0	ActivitiesConductedPartnership
Schedule O Required	1	ScheduleORequired
Number Forms Transmitted With1096	22	NumberFormsTransmittedWith1096
Number W2 G Included	0	NumberW2GIncluded
Compliance With Backup Witholding	1	ComplianceWithBackupWitholding
Number Of Employees	204	NumberOfEmployees
Employment Tax Returns Filed	1	EmploymentTaxReturnsFiled
Unrelated Business Income	0	UnrelatedBusinessIncome
Foreign Financial Account	0	ForeignFinancialAccount
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTrans
Taxable Party Notification	0	TaxablePartyNotification
Non Deductible Contributions	0	NonDeductibleContributions
Quid Pro Quo Contributions	0	QuidProQuoContributions
Form8282 Property Disposed Of	0	Form8282PropertyDisposedOf
Funds To Pay Premiums	0	FundsToPayPremiums
Premiums Paid	0	PremiumsPaid
Indoor Tanning Services	0	IndoorTanningServices
Info In Schedule O Part VI	X	InfoInScheduleOPartVI
Nbr Voting Governing Body Members	6	NbrVotingGoverningBodyMembers
Number Independent Voting Members	6	NumberIndependentVotingMembers
Family Or Business Relationship	1	FamilyOrBusinessRelationship
Delegation Of Management Duties	0	DelegationOfManagementDuties
Changes To Organizing Docs	0	ChangesToOrganizingDocs
Material Diversion Or Misuse	0	MaterialDiversionOrMisuse
Members Or Stockholders	0	MembersOrStockholders
Election Of Board Members	0	ElectionOfBoardMembers
Decisions Subject To Approval	0	DecisionsSubjectToApproval
Minutes Of Governing Body	1	MinutesOfGoverningBody
Minutes Of Committees	1	MinutesOfCommittees
Officer Mailing Address	0	OfficerMailingAddress
Local Chapters	0	LocalChapters
Form990 Provided To Governing Body	1	Form990ProvidedToGoverningBody
Conflict Of Interest Policy	1	ConflictOfInterestPolicy
Annual Disclosure Covered Persons	1	AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement	1	RegularMonitoringEnforcement
Whistleblower Policy	1	WhistleblowerPolicy
Document Retention Policy	1	DocumentRetentionPolicy
Compensation Process CEO	1	CompensationProcessCEO
Compensation Process Other	1	CompensationProcessOther
Investment In Joint Venture	0	InvestmentInJointVenture
States Where Copy Of Return Is Filed	VA	StatesWhereCopyOfReturnIsFiled
Other Website	X	OtherWebsite
Upon Request	X	UponRequest

The Books Are In Care Of TheBooksAreInCareOf

Name Business NameBusiness

Field	Value	IRS element (for citing)
Business Name Line1	THE ORGANIZATION	BusinessNameLine1

Field	Value	IRS element (for citing)
Telephone Number	7032730939	TelephoneNumber

Address US AddressUS

Field	Value	IRS element (for citing)
Address Line1	3702 PENDER DRIVE NO 410	AddressLine1
City	FAIRFAX	City
State	VA	State
ZIP Code	22030	ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (8 entries)

TitleTitle	Average Hours Per WeekAverageHoursPerWeek	Individual Trustee Or DirectorIndividualTrusteeOrDirector	OfficerOfficer	Reportable Comp From OrganizationReportableCompFromOrganization	Reportable Comp From Related OrgsReportableCompFromRelatedOrgs	Other CompensationOtherCompensation	Highest Compensated EmployeeHighestCompensatedEmployee
CHRISTIAN BROWN
PRESIDENT	2.50	X	X	0	0	0
JOHN BURGESS
TREASURER	2.50	X	X	0	0	0
KEVIN MCCARTHY
VICE PRESIDENT	2.50	X	X	0	0	0
DAVID LOMBARD
SECRETARY	2.50	X	X	0	0	0
KATHY LOMBARD
DIRECTOR	2.50	X		0	0	0
PAULINE WADE
DIRECTOR	2.50	X		0	0	0
ANDREW GYOURKO
EXECUTIVE DIRECTOR	40.00		X	123846	0	6049
SEAN MCGINNIS
DIRECTOR RES. SERVICES	40.00			110994	0	6049	X

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	234840	TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs	0	TotalReportableCompFrmRltdOrgs
Total Other Compensation	12098	TotalOtherCompensation
Number Individuals GT100 K	2	NumberIndividualsGT100K
Formers Listed	0	FormersListed
Total Comp GT150 K	0	TotalCompGT150K
Compensation From Other Sources	0	CompensationFromOtherSources
Number Of Contractors GT100 K	0	NumberOfContractorsGT100K
All Other Contributions	237771	AllOtherContributions
Total Contributions	237771	TotalContributions

Program Service Revenue ProgramServiceRevenue (4 entries)

DescriptionDescription	Business CodeBusinessCode	Total Revenue ColumnTotalRevenueColumn	Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome
MEDICAID CONTRACT	623990	5310292	5310292
LOCAL GOVERNMENT CONTRACT	623990	2360412	2360412
CLIENT FEES	623990	561455	561455
CO-PAYMENTS	623990	22487	22487

Field	Value	IRS element (for citing)
Total Program Service Revenue	8254646	TotalProgramServiceRevenue

Investment Income InvestmentIncome

Field	Value	IRS element (for citing)
Total Revenue Column	105546	TotalRevenueColumn
Exclusion	$105,546	ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

Field	Value	IRS element (for citing)
Securities	1606469	Securities

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

Field	Value	IRS element (for citing)
Securities	1490644	Securities

Gain Or Loss GainOrLoss

Field	Value	IRS element (for citing)
Securities	115825	Securities

Net Gain Or Loss Investments NetGainOrLossInvestments

Field	Value	IRS element (for citing)
Total Revenue Column	115825	TotalRevenueColumn
Exclusion	$115,825	ExclusionAmount

Other Revenue Misc OtherRevenueMisc (2 entries)

DescriptionDescription	Business CodeBusinessCode	Total Revenue ColumnTotalRevenueColumn	Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome
RECOVERY OF BAD DEBT	623990	13626	13626
OTHER INCOME	623990	1960	1960

Field	Value	IRS element (for citing)
Total Other Revenue	15586	TotalOtherRevenue

Total Revenue TotalRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	8729374	TotalRevenueColumn
Related Or Exempt Function Income	8270232	RelatedOrExemptFunctionIncome
Unrelated Business Revenue	0	UnrelatedBusinessRevenue
Exclusion	$221,371	ExclusionAmount

Comp Current Officers Directors CompCurrentOfficersDirectors

Field	Value	IRS element (for citing)
Total	246938	Total
Program Services	209897	ProgramServices
Management And General	37041	ManagementAndGeneral

Other Salaries And Wages OtherSalariesAndWages

Field	Value	IRS element (for citing)
Total	5125140	Total
Program Services	4356369	ProgramServices
Management And General	768771	ManagementAndGeneral

Other Employee Benefits OtherEmployeeBenefits

Field	Value	IRS element (for citing)
Total	680747	Total
Program Services	578635	ProgramServices
Management And General	102112	ManagementAndGeneral

Payroll Taxes PayrollTaxes

Field	Value	IRS element (for citing)
Total	409155	Total
Program Services	347782	ProgramServices
Management And General	61373	ManagementAndGeneral

Fees For Services Management FeesForServicesManagement

Field	Value	IRS element (for citing)
Total	2100	Total
Program Services	1785	ProgramServices
Management And General	315	ManagementAndGeneral

Fees For Services Legal FeesForServicesLegal

Field	Value	IRS element (for citing)
Total	2527	Total
Program Services	2148	ProgramServices
Management And General	379	ManagementAndGeneral

Fees For Services Accounting FeesForServicesAccounting

Field	Value	IRS element (for citing)
Total	61160	Total
Program Services	51986	ProgramServices
Management And General	9174	ManagementAndGeneral

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

Field	Value	IRS element (for citing)
Total	192	Total
Management And General	192	ManagementAndGeneral

Fees For Services Other FeesForServicesOther

Field	Value	IRS element (for citing)
Total	61663	Total
Program Services	52413	ProgramServices
Management And General	9250	ManagementAndGeneral

Advertising Advertising

Field	Value	IRS element (for citing)
Total	21428	Total
Program Services	18214	ProgramServices
Management And General	3214	ManagementAndGeneral

Office Expenses OfficeExpenses

Field	Value	IRS element (for citing)
Total	73314	Total
Program Services	62317	ProgramServices
Management And General	10997	ManagementAndGeneral

Occupancy Occupancy

Field	Value	IRS element (for citing)
Total	610972	Total
Program Services	519326	ProgramServices
Management And General	91646	ManagementAndGeneral

Travel Travel

Field	Value	IRS element (for citing)
Total	153614	Total
Program Services	130572	ProgramServices
Management And General	23042	ManagementAndGeneral

Conferences Meetings ConferencesMeetings

Field	Value	IRS element (for citing)
Total	6239	Total
Program Services	5303	ProgramServices
Management And General	936	ManagementAndGeneral

Interest Interest

Field	Value	IRS element (for citing)
Total	18265	Total
Program Services	15525	ProgramServices
Management And General	2740	ManagementAndGeneral

Depreciation Depletion DepreciationDepletion

Field	Value	IRS element (for citing)
Total	173940	Total
Program Services	147849	ProgramServices
Management And General	26091	ManagementAndGeneral

Insurance Insurance

Field	Value	IRS element (for citing)
Total	75288	Total
Program Services	63995	ProgramServices
Management And General	11293	ManagementAndGeneral

Other Expenses OtherExpenses (4 entries)

DescriptionDescription	TotalTotal	Program ServicesProgramServices	Management And GeneralManagementAndGeneral
FOOD AND BEVERAGE	341348	290146	51202
BUILDING AND GROUNDS MA	156921	133383	23538
OTHER SPECIAL ASSISTANC	155237	131951	23286
HOUSEHOLD SUPPLIES	106293	90349	15944

All Other Expenses AllOtherExpenses

Field	Value	IRS element (for citing)
Total	120388	Total
Program Services	102330	ProgramServices
Management And General	18058	ManagementAndGeneral

Total Functional Expenses TotalFunctionalExpenses

Field	Value	IRS element (for citing)
Total	8602869	Total
Program Services	7312275	ProgramServices
Management And General	1290594	ManagementAndGeneral
Fundraising	0	Fundraising

Cash Non Interest Bearing CashNonInterestBearing

Field	Value	IRS element (for citing)
BOY	1000	BOY
EOY	1000	EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

Field	Value	IRS element (for citing)
BOY	1803384	BOY
EOY	1444898	EOY

Accounts Receivable AccountsReceivable

Field	Value	IRS element (for citing)
BOY	465618	BOY
EOY	661688	EOY

Other Notes Loans Receivable Net OtherNotesLoansReceivableNet

Field	Value	IRS element (for citing)
BOY	267207	BOY
EOY	267207	EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

Field	Value	IRS element (for citing)
BOY	23983	BOY
EOY	167271	EOY

Field	Value	IRS element (for citing)
Land Buildings Equipment Basis	2937370	LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec	1344372	LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

Field	Value	IRS element (for citing)
BOY	1632956	BOY
EOY	1592998	EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

Field	Value	IRS element (for citing)
BOY	3289973	BOY
EOY	3565502	EOY

Other Assets Total OtherAssetsTotal

Field	Value	IRS element (for citing)
BOY	24198	BOY
EOY	24198	EOY

Total Assets TotalAssets

Field	Value	IRS element (for citing)
BOY	7508319	BOY
EOY	7724762	EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

Field	Value	IRS element (for citing)
BOY	348104	BOY
EOY	412495	EOY

Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp

Field	Value	IRS element (for citing)
BOY	270685	BOY
EOY	234906	EOY

Other Liabilities OtherLiabilities

Field	Value	IRS element (for citing)
BOY	44837	BOY
EOY	46038	EOY

Total Liabilities TotalLiabilities

Field	Value	IRS element (for citing)
BOY	663626	BOY
EOY	693439	EOY

Field	Value	IRS element (for citing)
Follow SFAS117	X	FollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	6797490	BOY
EOY	6983409	EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	47203	BOY
EOY	47914	EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	6844693	BOY
EOY	7031323	EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	7508319	BOY
EOY	7724762	EOY

Field	Value	IRS element (for citing)
Reconcilation Revenue Expenses	126505	ReconcilationRevenueExpenses
Reconciliation Unrealized Invest	60125	ReconciliationUnrealizedInvest
Reconcilation Other Changes	0	ReconcilationOtherChanges
Info In Schedule O Part XII	X	InfoInScheduleOPartXII
Method Of Accounting Accrual	X	MethodOfAccountingAccrual
Accountant Compile Or Review	0	AccountantCompileOrReview
FS Audited	1	FSAudited

FS Audited Basis FSAuditedBasis

Field	Value	IRS element (for citing)
Financial Statement Separate	X	FinancialStatementSeparate

Field	Value	IRS element (for citing)
Audit Committee	1	AuditCommittee
Federal Grant Audit Required	0	FederalGrantAuditRequired

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Publicly Supported Org170b1 Avi	X	PubliclySupportedOrg170b1Avi

Gifts Grants Contrib Received170 GiftsGrantsContribReceived170

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	7776155	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	7759673	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	7632363	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	7668221	CurrentTaxYearMinus1Year
Current Tax Year	7908475	CurrentTaxYear
Total	38744887	Total

Total170 Total170

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	7776155	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	7759673	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	7632363	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	7668221	CurrentTaxYearMinus1Year
Current Tax Year	7908475	CurrentTaxYear
Total	38744887	Total

Field	Value	IRS element (for citing)
Public Support Total170	38744887	PublicSupportTotal170

Gross Investment Income170 GrossInvestmentIncome170

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	77110	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	73495	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	75634	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	88409	CurrentTaxYearMinus1Year
Current Tax Year	105546	CurrentTaxYear
Total	420194	Total

Other Income170 OtherIncome170

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	7565	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	22811	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	2360	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	6528	CurrentTaxYearMinus1Year
Current Tax Year	15586	CurrentTaxYear
Total	54850	Total

Field	Value	IRS element (for citing)
Total Support	39219931	TotalSupport
Gross Receipts From Admissions Etc	2927105	GrossReceiptsFromAdmissionsEtc
Public Support Pertcentage170	0.98790	PublicSupportPertcentage170
Public Support Pertcent Prior Year	0.98770	PublicSupportPertcentPriorYear
Thirty Three Percnt Tests CY170	X	ThirtyThreePercntTestsCY170

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

Field	Value	IRS element (for citing)
Contributor Number	RESTRICTED	ContributorNumber

Contributor Name Business ContributorNameBusiness

Field	Value	IRS element (for citing)
Business Name Line1	RESTRICTED	BusinessNameLine1

Contributor Address US ContributorAddressUS

Field	Value	IRS element (for citing)
Address Line1	RESTRICTED	AddressLine1
Address Line2	RESTRICTED	AddressLine2
City	RESTRICTED	City
State	RESTRICTED	State
ZIP Code	RESTRICTED	ZIPCode

Field	Value	IRS element (for citing)
Aggregate Contributions	RESTRICTED	AggregateContributions

Schedule D IRS990ScheduleD

Land Land

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	295615	OtherCostOrOtherBasis
Book Value	295615	BookValue

Buildings Buildings

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	1366277	OtherCostOrOtherBasis
Depreciation	240947	Depreciation
Book Value	1125330	BookValue

Leasehold Improvements LeaseholdImprovements

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	33841	OtherCostOrOtherBasis
Depreciation	4230	Depreciation
Book Value	29611	BookValue

Equipment Equipment

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	1241637	OtherCostOrOtherBasis
Depreciation	1099195	Depreciation
Book Value	142442	BookValue

Field	Value	IRS element (for citing)
Total Of Book Value Land Buildings	1592998	TotalOfBookValueLandBuildings

Other Liabilities OtherLiabilities

Field	Value	IRS element (for citing)
Description	TENANTS AMOUNT HELD IN TRUST	Description
Amount	$46,038	Amount

Field	Value	IRS element (for citing)
Total Of Amounts	46038	TotalOfAmounts
Footnote In Part XIII	X	FootnoteInPartXIII
Tot Revenue Etc Audited Fincl Stmt	8789307	TotRevenueEtcAuditedFinclStmt
Net Unrealized Gains Investments	60125	NetUnrealizedGainsInvestments
Revenue Not Rptd F990	60125	RevenueNotRptdF990
Revenue Subtotal	8729182	RevenueSubtotal
Investment Expenses Not Included	192	InvestmentExpensesNotIncluded
Revenue Not Rptd On Fin Stmt	192	RevenueNotRptdOnFinStmt
Total Revenue Per Form990	8729374	TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt	8602677	TotExpensesEtcAuditedFinclStmt
Expenses Not Rptd F990	0	ExpensesNotRptdF990
Expenses Subtotal	8602677	ExpensesSubtotal
Investment Expenses Not Included2	192	InvestmentExpensesNotIncluded2
Expenses Not Rptd On Fin Stmt	192	ExpensesNotRptdOnFinStmt
Total Expenses Per Form990	8602869	TotalExpensesPerForm990

Form990 Schedule D Part XIII Form990ScheduleDPartXIII

Field	Value	IRS element (for citing)
Identifier	DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48:	Identifier
Return Reference	PART X, LINE 2:	ReturnReference
Explanation	THE FOUNDATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C) (3) OF THE INTERNAL REVENUE CODE. INCOME FROM NONEXEMPT FUNCTIONS IS SUBJECT TO INCOME TAXES TO THE EXTENT THAT THE REVENUE EXCEEDS RELATED COST. NO INCOME WAS TAXABLE IN 2013. IN ADDITION, THE FOUNDATION HAS BEEN DETERMINED BY THE INTERNAL REVENUE SERVICE NOT TO BE A PRIVATE FOUNDATION. THE FOUNDATION COMPLIES WITH THE ACCOUNTING STANDARDS ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, WHICH ADDRESSES THE DETERMINATION OF WHETHER TAX BENEFITS CLAIMED OR EXPECTED TO BE CLAIMED ON A TAX RETURN SHOULD BE RECORDED IN THE FINANCIAL STATEMENTS. UNDER THIS GUIDANCE, THE ASSOCIATION MAY RECOGNIZE THE TAX BENEFIT FROM AN UNCERTAIN TAX POSITION ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITION WILL BE SUSTAINED ON EXAMINATION BY TAXING AUTHORITIES. BASED ON THE TECHNICAL MERITS OF THE POSITION, THE TAX BENEFITS RECOGNIZED IN THE FINANCIAL STATEMENTS FROM SUCH POSITION ARE MEASURED BASED ON THE LARGEST BENEFIT THAT HAS BEEN GREATER THAN 50 PERCENT LIKELIHOOD OF BEING REALIZED UPON ULTIMATE SETTLEMENT. THE GUIDANCE ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES ALSO ADDRESSES DE-RECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES ON INCOME TAXES, AND ACCOUNTING IN INTERIM PERIODS. MANAGEMENT EVALUATED THE FOUNDATION'S TAX POSITIONS AND CONCLUDED THAT THE FOUNDATION HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS OF THE GUIDANCE. GENERALLY, THE FOUNDATION IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S. FEDERAL, STATE, OR LOCAL TAX AUTHORITIES FOR YEARS BEFORE 2010.	Explanation

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (6 entries)

Return ReferenceReturnReference	ExplanationExplanation
FORM 990, PART VI, SECTION A, LINE 2	DAVID LOMBARD IS KATHY LOMBARD'S FATHER.
FORM 990, PART VI, SECTION B, LINE 11	THE FORM 990 IS REVIEWED DURING THE WEEKLY MANAGEMENT MEETING AND THEN ONCE AGAIN IT IS DISCUSSED AND REVIEWED AT THE MONTHLY BOARD MEETING.
FORM 990, PART VI, SECTION B, LINE 12C	HARTWWOOD FOUNDATION DOES NOT HIRE CLIENTS OR FAMILTY MEMBERS OF CLIENTS TO WORK FOR THE ORGANIZATION. THE ORGANIZATION HAS A POLICY THAT STATES THAT POTENTIAL OR PERCEIVED CONFLICT OF INTEREST IS REPORTED AND INVESTIGATED. SERVICES ARE LICENSED BY THE STATE AND MONITORED BY LOCAL CASE MANAGEMENT.
FORM 990, PART VI, SECTION B, LINE 15	THE ORGANIZATION'S MANAGEMENT PERIODICALLY MEETS WITH SIMILAR AGENCIES TO DISCUSS SALARIES AND WAGES OF TOP EXECUTIVES EVERY FOUR TO FIVE YEARS. THE AFFILIATES ENGAGE BAYLIGHTS, INC. TO ANALYZE SALARIES AND WAGES AND PRESENT ANY PROPOSED ADJUSTMENTS TO THE BOARD FOR APPROVAL.
FORM 990, PART VI, SECTION C, LINE 19	ALL GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST IN THE OFFICE. THE POLICY IS STATED ON THE WEBSITE.
	THERE WAS NO CHANGE IN THE COMMITTEE'S AUDIT OVERSIGHT PROCESS OR THE INDEPENDENT AUDITOR'S SELECTION PROCESS.