HAP FOUNDATION: Form 990PF, tax year 2011

View the entire original 990 at ProPublica ↗

Organization
HAP FOUNDATION (EIN 68-0375884)
Tax period
2011-01-01 to 2011-12-31
Filed
2012-05-10
IRS object ID
201241319349101404
Schema version
2011v1.2
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)
Timestamp2012-05-10T17:20:36-05:00Timestamp
Tax Period End Date2011-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

FieldValueIRS element (for citing)
EIN942896229EIN

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1LOPEZ AND COMPANY CPA'SBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line11670 RIVIERA AVENUE SUITE 200AddressLine1
CityWALNUT CREEKCity
StateCAState
ZIP Code945967324ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2011-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN680375884EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1HAP FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlHAPFNameControl
Phone4066246232Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 224AddressLine1
CityALDERCity
StateMTState
ZIP Code597100224ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameHARRY PARKSName
TitlePRESIDENTTitle
Phone4066246232Phone
Date Signed2012-05-10DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameJOANNE ROSSName
PTINP00231834PTIN
Phone9259469400Phone
Date Prepared2012-05-08DatePrepared
FieldValueIRS element (for citing)
Tax Year2011TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY101613FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Received Rev And Expnss20000ContriReceivedRevAndExpnss
Capital Gain Net Incm Net Invst Incm0CapitalGainNetIncmNetInvstIncm
Total Revenue And Expenses20000TotalRevenueAndExpenses
Total Net Investment Income0TotalNetInvestmentIncome
Comp Ofcr Dir Trst Rev And Expnss0CompOfcrDirTrstRevAndExpnss
Comp Ofcr Dir Trst Net Invst Incm0CompOfcrDirTrstNetInvstIncm
Comp Ofcr Dir Trst Dsbrs Chrtbl Prps0CompOfcrDirTrstDsbrsChrtblPrps
Accounting Fees Rev And Expnss1175AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm0AccountingFeesNetInvstIncm
Accounting Fees Dsbrs Chrtbl Prps0AccountingFeesDsbrsChrtblPrps
Taxes Rev And Expnss60TaxesRevAndExpnss
Taxes Net Invst Incm0TaxesNetInvstIncm
Taxes Dsbrs Chrtbl Prps0TaxesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss1235TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm0TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps0TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss10500ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps10500ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss11735TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm0TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps10500TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses8265ExcessOfRevenueOverExpenses
Net Investment Income0NetInvestmentIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Cash BOY18348CashBOY
Cash EOY26613CashEOY
Cash EOYFMV26613CashEOYFMV
Investments Mortgage Loans BOY301594InvestmentsMortgageLoansBOY
Investments Mortgage Loans EOY301594InvestmentsMortgageLoansEOY
Investments Mortgage Loans EOYFMV75000InvestmentsMortgageLoansEOYFMV
Total Assets BOY319942TotalAssetsBOY
Total Assets EOY328207TotalAssetsEOY
Total Assets EOYFMV101613TotalAssetsEOYFMV
Total Liabilities BOY0TotalLiabilitiesBOY
Total Liabilities EOY0TotalLiabilitiesEOY
Org That Do Not Follow SFAS117XOrgThatDoNotFollowSFAS117
Capital Stock BOY250000CapitalStockBOY
Capital Stock EOY250000CapitalStockEOY
Paid In Or Capital Surplus BOY0PaidInOrCapitalSurplusBOY
Paid In Or Capital Surplus EOY0PaidInOrCapitalSurplusEOY
Retained Earnings BOY69942RetainedEarningsBOY
Retained Earnings EOY78207RetainedEarningsEOY
Total Net Assets BOY319942TotalNetAssetsBOY
Total Net Assets EOY328207TotalNetAssetsEOY
Total Liabilities Net Assets BOY319942TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY328207TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY319942TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses8265ExcessOfRevenueOverExpenses
Other Increases0OtherIncreases
Subtotal328207Subtotal
Other Decreases0OtherDecreases
Total Net Assets Fund Balances EOY328207TotalNetAssetsFundBalancesEOY

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 Tax0LiableFor4942Tax
Qualifying Distributions Year19000QualifyingDistributionsYear1
Noncharitable Assets Year116911NoncharitableAssetsYear1
Distribution Ratio Year10.532198DistributionRatioYear1
Qualifying Distributions Year213500QualifyingDistributionsYear2
Noncharitable Assets Year219293NoncharitableAssetsYear2
Distribution Ratio Year20.699736DistributionRatioYear2
Qualifying Distributions Year325450QualifyingDistributionsYear3
Noncharitable Assets Year3329197NoncharitableAssetsYear3
Distribution Ratio Year30.077309DistributionRatioYear3
Qualifying Distributions Year422750QualifyingDistributionsYear4
Noncharitable Assets Year4370000NoncharitableAssetsYear4
Distribution Ratio Year40.061486DistributionRatioYear4
Qualifying Distributions Year522562QualifyingDistributionsYear5
Noncharitable Assets Year5285091NoncharitableAssetsYear5
Distribution Ratio Year50.079140DistributionRatioYear5
Total Distribution Ratio1.449869TotalDistributionRatio
Average Distribution Ratio0.289974AverageDistributionRatio
Net Noncharitable Assets16562NetNoncharitableAssets
Adjusted Noncharitable Assets4803AdjustedNoncharitableAssets
One Percent Net Investment Income0OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One4803AdjNonchrtblAssetsAndOnePct
Qualifying Distributions10500QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eXDomesticOrgMeetingSect4940e
Investment Income Excise Tax0InvestmentIncomeExciseTax
Tax Under Section5110TaxUnderSection511
Subtotal0Subtotal
Subtitle A Tax0SubtitleATax
Tax Based On Investment Income0TaxBasedOnInvestmentIncome
Est Tax Payments And Overpayment239EstTaxPaymentsAndOverpayment
Total Credits And Payments239TotalCreditsAndPayments
Overpayment239Overpayment
Amount Credited To Next Year239AmountCreditedToNextYear
Amount To Be Refunded0AmountToBeRefunded

Statements Regarding Activities StatementsRegardingActivities

FieldValueIRS element (for citing)
Legislative Political Activities0LegislativePoliticalActivities
More Than100 Spent0MoreThan100Spent
Form1120 POL Filed0Form1120POLFiled
Sect4955 Tax On Organization0Sect4955TaxOnOrganization
Sect4955 Tax On Managers0Sect4955TaxOnManagers
Reimbursement Of Tax0ReimbursementOfTax
Activities Not Prev Reported0ActivitiesNotPrevReported
Changes To Articles Or Bylaws0ChangesToArticlesOrBylaws
Unrelated Bus Income Over10000UnrelatedBusIncomeOver1000
Termination Etc0TerminationEtc
Requirements Of Sect508e1RequirementsOfSect508e
At Least5000 In Assets1AtLeast5000InAssets
States Filed WithCAStatesFiledWith
Form990 PF Filed With AG1Form990PFFiledWithAG
Private Operating Foundation0PrivateOperatingFoundation
New Substantial Contributors0NewSubstantialContributors
Interest In Controlled Entity0InterestInControlledEntity
Applicable Insurance Contract0ApplicableInsuranceContract
Comply With Public Inspection Rqr1ComplyWithPublicInspectionRqr
Website AddressNONEWebsiteAddress
Books In Care Of Person NameHARRY A PARKS JRBooksInCareOfPersonName
Books In Care Of Phone Number4066246232BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 224AddressLine1
CityALDERCity
StateMTState
ZIP Code597100224ZIPCode
FieldValueIRS element (for citing)
Foreign Bank0ForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

FieldValueIRS element (for citing)
Sale Or Exchange With Dsqfly Person0SaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly Person0BorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly Person0FurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly Person0PayCompensationToDsqflyPerson
Transfer Assets To Dsqfly Person0TransferAssetsToDsqflyPerson
Payment To Government Offical0PaymentToGovernmentOffical
Uncorrected Prior Acts0UncorrectedPriorActs
Undistributed Income Prior Years0UndistributedIncomePriorYears
Business Holdings0BusinessHoldings
Jeopardy Investments0JeopardyInvestments
Uncorrected Jeopardy Investments0UncorrectedJeopardyInvestments
Influence Legislation0InfluenceLegislation
Influence Election0InfluenceElection
Grants To Individuals0GrantsToIndividuals
Grants To Organizations0GrantsToOrganizations
Noncharitable Purpose0NoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft Contract0RcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft Contract0PayPremiumsPrsnlBnftContract
Prohibited Tax Shelter Transactn0ProhibitedTaxShelterTransactn

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleAvg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPositionCompensationCompensationContri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtcExpense Account Other AllowancesExpenseAccountOtherAllowances
HARRY A PARKS JR
PO BOX 224ALDERMT597100224PRESIDENT0.00000
GAIL W PARKS
PO BOX 224ALDERMT597100224SECRETARY/CFO0.00000
KRISTEN PARKS SUTHERLAND
PO BOX 224ALDERMT597100224VICE PRESIDENT0.00000
FieldValueIRS element (for citing)
Comp Of Highest Paid Empl NONENONECompOfHighestPaidEmplNONE
Tot Number Of Oth Empl Paid Over50k0TotNumberOfOthEmplPaidOver50k
Comp Of Hghst Paid Cntrct NONENONECompOfHghstPaidCntrctNONE
Tot Number Of Cntrct Paid Over50k0TotNumberOfCntrctPaidOver50k

Sum Of Program Related Investments SumOfProgramRelatedInvestments

FieldValueIRS element (for citing)
Total0Total

Minimum Investment Return MinimumInvestmentReturn

FieldValueIRS element (for citing)
Avg Monthly FMV Of Securities0AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances16814AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets16814TotalFMVOfUnusedAssets
Reduction Claimed0ReductionClaimed
Acquisition Indebtedness0AcquisitionIndebtedness
Adj Total FMV Of Unused Assets16814AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable252CashDeemedCharitable
Net Noncharitable Assets16562NetNoncharitableAssets
Minimum Investment Return828MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return828MinimumInvestmentReturn
Total Tax0TotalTax
Distributable Amount Before Adj828DistributableAmountBeforeAdj
Recoveries Qlfy Distributions0RecoveriesQlfyDistributions
Distributable Amount Before Ded828DistributableAmountBeforeDed
Deduction Fr Distributable$0DeductionFrDistributableAmount
Distributable Amount As Adjusted828DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions10500ExpensesAndContributions
Program Related Investments Total0ProgramRelatedInvestmentsTotal
Qualifying Distributions10500QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm0OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions10500AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted828DistributableAmountAsAdjusted
Undistributed Income Prior Year0UndistributedIncomePriorYear
Total For Prior Years0TotalForPriorYears
Excess Distri Carryover Year522750ExcessDistriCarryoverYear5
Excess Distri Carryover Year44887ExcessDistriCarryoverYear4
Excess Distri Carryover Year39231ExcessDistriCarryoverYear3
Excess Distri Carryover Year212535ExcessDistriCarryoverYear2
Excess Distri Carryover Year18154ExcessDistriCarryoverYear1
Total Excess Distri Carryover57557TotalExcessDistriCarryover
Qualifying Distributions10500QualifyingDistributions
Applied To Year10AppliedToYear1
Applied To Prior Years0AppliedToPriorYears
Treated As Distri From Corpus0TreatedAsDistriFromCorpus
Applied To Current Year828AppliedToCurrentYear
Remaining Distri From Corpus9672RemainingDistriFromCorpus
Excess Distri Cyov App CY Corpus0ExcessDistriCyovAppCYCorpus
Excess Distri Cyov Applied CY0ExcessDistriCyovAppliedCY
Total Corpus67229TotalCorpus
Prior Year Undistributed Income0PriorYearUndistributedIncome
Prior Year Deficiency Or Tax0PriorYearDeficiencyOrTax
Taxable Amount10TaxableAmount1
Taxable Amount20TaxableAmount2
Undistributed Income CY0UndistributedIncomeCY
Distri From Corpus170b1 E Or4942g30DistriFromCorpus170b1EOr4942g3
Excess Distri Cyov From Year522750ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year44479ExcessDistriCyovToNextYear
Excess From Year44887ExcessFromYear4
Excess From Year39231ExcessFromYear3
Excess From Year212535ExcessFromYear2
Excess From Year18154ExcessFromYear1
Excess From Current Year9672ExcessFromCurrentYear

Supplementary Information SupplementaryInformation

FieldValueIRS element (for citing)
Contributing ManagerHARRY A PARKS JRContributingManager
Only Contributes To PreselectedXOnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (9 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipRecipient Foundation StatusRecipientFoundationStatusPurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmount
BAY AREA RESCUE MISSION
PO BOX 1112RICHMONDCA94802NONEPUBLIC CHARITYHOMELESS AID, COUNSELING AND TRAINING$1,500
CAMPUS CRUSADE FOR CHRIST
PO BOX 5246PLEASANTONCA94566NONEPUBLIC CHARITYRELIGIOUS$500
CREEKSIDE COMMUNITY CHURCH
1350 DANVILLE BLVDALAMOCA945071909NONEPUBLIC CHARITYBUILDING FUND AND GENERAL CHURCH SUPPORT$3,000
LAMA
PO BOX 123SOLVANGCA934640123NONEPUBLIC CHARITYYOUTH PROGRAMS$250
TACTICAL CHAPLAIN SERVICES
3000 ORANGE AVENUESANTA ANACA92707NONEPUBLIC CHARITYRELIGIOUS$2,000
SHALOM OF OAKLAND
PO BOX 18711OAKLANDCA94619NONEPUBLIC CHARITYRELIGIOUS$250
BIG SKY YOUTH EMPOWERMENT PROJECT
PO BOX 6757BOZEMANMT59771NONEPUBLIC CHARITYYOUTH PROGRAMS$1,000
JOURNEY CHURCH
1794 BAXTER LANE EASTBOZEMANMT59718NONEPUBLIC CHARITYGENERAL CHURCH SUPPORT$1,000
THE BRIDGE CHURCHES
3620 HAPPY VALLEY ROADLAFAYETTECA94549NONEPUBLIC CHARITYRELIGIOUS$1,000
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year10500TotGrantOrContriPaidDuringYear
Tot Grant Or Contri Approved Future0TotGrantOrContriApprovedFuture

Analysis Income Producing Acty AnalysisIncomeProducingActy

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Unrelated Business Income$0UnrelatedBusinessIncomeAmount
Exclusion$0ExclusionAmount
Related Or Exempt Function Income0RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Part XVIA0TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

FieldValueIRS element (for citing)
Trnsfr Of Cash To Noncharitable EO0TrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EO0TrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssets
Purchase Assets Noncharitable EO0PurchaseAssetsNoncharitableEO
Rental Of Facilities Etc0RentalOfFacilitiesEtc
Reimbursement Arrangements0ReimbursementArrangements
Loans Or Loan Guarantees0LoansOrLoanGuarantees
Performance Of Services Etc0PerformanceOfServicesEtc
Sharing Of Facilities Etc0SharingOfFacilitiesEtc
Relationships Noncharitable E Os0RelationshipsNoncharitableEOs

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFXOrganization501c3ExemptPF
General RuleXGeneralRule

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor Number1ContributorNumber
Contributor Name IndividualHARRY AND GAIL PARKSContributorNameIndividual

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line1PO BOX 224AddressLine1
CityALDERCity
StateMTState
ZIP Code597100224ZIPCode
FieldValueIRS element (for citing)
Aggregate Contributions20000AggregateContributions
Person Contribution TypeXPersonContributionType

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

FieldValueIRS element (for citing)
CategoryTAX PREPARATIONCategory
Amount$1,175Amount
Net Investment Income0NetInvestmentIncome
Disbursements Charitable Prps0DisbursementsCharitablePrps

Taxes Schedule TaxesSchedule

Taxes Taxes

FieldValueIRS element (for citing)
CategoryCALIFORNIA FILING FEECategory
Amount$60Amount
Net Investment Income0NetInvestmentIncome
Disbursements Charitable Prps0DisbursementsCharitablePrps

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