HANLEY FOUNDATION: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
HANLEY FOUNDATION (EIN 20-7184189)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-05-13
IRS object ID
202631339349103133
Schema version
2025v4.1
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

FieldValueIRS element (for citing)
Return2026-05-13T12:30:08-07:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN161152552PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Piaker & Lyons PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1PO Box 1330AddressLine1Txt
CityBinghamtonCityNm
State AbbreviationNYStateAbbreviationCd
ZIP13902ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN207184189EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE HANLEY FOUNDATIONBusinessNameLine1Txt
Business Name Line2CO SUE HANLEYBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlHANLBusinessNameControlTxt
Phone4136260278PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1261 LEVERETT ROADAddressLine1Txt
CityAMHERSTCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01002ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSUE HANLEYPersonNm
Person TitleTrusteePersonTitleTxt
Signature2026-05-13SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonThomas F ShanahanPreparerPersonNm
PTINP01048651PTIN
Phone6077299373PhoneNum
FieldValueIRS element (for citing)
Tax2025TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$6,299,417FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$75,237DividendsRevAndExpnssAmt
Dividends Net Invst Incm$75,237DividendsNetInvstIncmAmt
Dividends Adj Net Incm$75,237DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$32,681NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$156,341GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$32,681CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$107,918TotalRevAndExpnssAmt
Total Net Invst Incm$107,918TotalNetInvstIncmAmt
Total Adj Net Incm$75,237TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$1,500AccountingFeesRevAndExpnssAmt
Accounting Fees Chrtbl Prps$1,500AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$1,818TaxesRevAndExpnssAmt
Taxes Dsbrs Chrtbl$1,818TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$50OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$50OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$3,368TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$3,368TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$262,510ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$262,510ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$265,878TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$265,878TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$157,960ExcessRevenueOverExpensesAmt
Net Investment Income$107,918NetInvestmentIncomeAmt
Adjusted Net Income$75,237AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$45,171CashBOYAmt
Cash EOY$9,983CashEOYAmt
Cash EOYFMV$9,983CashEOYFMVAmt
Sav And Temp Cash Invst BOY$14,906SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$15,794SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$15,794SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$3,197,017CorporateStockBOYAmt
Corporate Stock EOY$3,073,357CorporateStockEOYAmt
Corporate Stock EOYFMV$6,273,640CorporateStockEOYFMVAmt
Total Assets BOY$3,257,094TotalAssetsBOYAmt
Total Assets EOY$3,099,134TotalAssetsEOYAmt
Total Assets EOYFMV$6,299,417TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$3,257,094CapitalStockBOYAmt
Capital Stock EOY$3,099,134CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$3,257,094TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$3,099,134TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$3,257,094TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$3,099,134TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$3,257,094TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$157,960ExcessRevenueOverExpensesAmt
Subtotal$3,099,134SubtotalAmt
Tot Net Ast Or Fund Balances EOY$3,099,134TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPUBLICLY TRADED SECURITIESPropertyDesc
How AcquiredDHowAcquiredCd
Acquired2000-01-01AcquiredDt
Sold2025-12-31SoldDt
Gross Sales Price$156,341GrossSalesPriceAmt
Cost Or Other Basis$123,660CostOrOtherBasisAmt
Gain Or Loss$32,681GainOrLossAmt
Gains Minus Excess Or Losses$32,681GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$32,681CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,500InvestmentIncomeExciseTaxAmt
Subtotal$1,500SubtotalAmt
Tax Based On Investment Income$1,500TaxBasedOnInvestmentIncomeAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$79EsPenaltyAmt
Tax Due$1,579TaxDueAmt
Applied To ES Tax$0AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedfalseSection508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateFLOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1Sue HanleyBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone4136260278PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1261 LEVERETT ROADAddressLine1Txt
CityAmherstCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01002ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
THOMAS HANLEY
1529 scotch ridge roadSCHENECTADYNY12306Trustee0.00$0
KATHY ILES
1735 HOLMES RDBOONEVILLENY13309Trustee0.00$0
SUE HANLEY
261 LEVERETT ROADAMHERSTMA01002Trustee0.00$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$5,592,175AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$88,418AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$5,680,593TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$5,680,593AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$85,209CashDeemedCharitableAmt
Net Vl Noncharitable Assets$5,595,384NetVlNoncharitableAssetsAmt
Minimum Investment Return$279,769MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$279,769MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,500TaxBasedOnInvestmentIncomeAmt
Total Tax$1,500TotalTaxAmt
Distributable Before Adj$278,269DistributableBeforeAdjAmt
Distributable Before Ded$278,269DistributableBeforeDedAmt
Distributable As Adjusted$278,269DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$265,878ExpensesAndContributionsAmt
Qualifying Distributions$265,878QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$278,269DistributableAsAdjustedAmt
Excess Distribution Cyov Yr4$13,612ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$61,429ExcessDistributionCyovYr3Amt
Total Excess Distribution Cyov$75,041TotalExcessDistributionCyovAmt
Qualifying Distributions$265,878QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$265,878AppliedToCurrentYearAmt
Excess Distri Cyov App CY Corpus$12,391ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$12,391ExcessDistributionCyovAppCYAmt
Total Corpus$62,650TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$62,650ExcessDistriCyovToNextYrAmt
Excess From Year4$1,221ExcessFromYear4Amt
Excess From Year3$61,429ExcessFromYear3Amt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

FieldValueIRS element (for citing)
Recipient PersonSEE ATTACHED LISTRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1261 LEVERETT ROADAddressLine1Txt
CityAMHERSTCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01002ZIPCd
FieldValueIRS element (for citing)
Recipient RelationshipNONERecipientRelationshipTxt
Recipient Foundation StatusPCRecipientFoundationStatusCd
Grant Or Contribution PurposeGEN CHARITABLEGrantOrContributionPurposeTxt
Amt$262,510Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$262,510TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$75,237ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$32,681ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$107,918ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$107,918TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryPIAKER & LYONS, P.C.CategoryTxt
Amt$1,500Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$1,500DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (9 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
6189 SH SPDR S&P 500 ETF TRUST$1,566,366$4,220,403
1700 SH ABBVIE INC$142,627$279,900
1400 SH APPLE INC$185,386$335,747
1850 SH APPLIED MATERIALS INC$189,243$346,937
4800 SH CISCO SYSTEMS INC$241,163$325,452
7600 SH INTEL CORP$376,732$280,440
495 SH ISHARES S&P 100$105,306$169,770
1270 SH JOHNSON & JOHNSON$209,525$262,827
1035 SH PAYCHEX INC$57,009$52,164

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescPostageDesc
Revenue And Expenses Per Books$50RevenueAndExpensesPerBooksAmt
Disbursements Charitable Prps$50DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryUS TREASURYCategoryTxt
Amt$1,818Amt
Disbursements Charitable Prps$1,818DisbursementsCharitablePrpsAmt

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