Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletInformation about Form 990-PF and its instructions is at www.irs.gov/form990pf.
OMB No. 1545-0052
2014
Open to Public Inspection
For calendar year 2014, or tax year beginning 2014, and ending , 20
Name of foundation
HAZELWILD FARM EDUCATIONAL FOUNDATION
 

Number and street (or P.O. box number if mail is not delivered to street address)5325 HARRISON ROAD   Room/suite
City or town, state or province, country, and ZIP or foreign postal code
FREDERICKSBURG, VA22401
A Employer identification number

52-1311337
B Telephone number (see instructions)

(540) 898-8219
C bullet
G Check all that apply:

D 1. bullet
2. bullet
E bullet
H Check type of organization:
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$12,482,355J Accounting method:
 
(Part I, column (d) must be on cash basis.)
F bullet
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach
schedule).............. 50,999
2 Check bullet
Sch. B ...............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities...... 3,533 3,533 3,533
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10  
b Gross sales price for all assets on line 6a  
7 Capital gain net income (from Part IV, line 2)... 0
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 1,529,545 0 1,529,545
12 Total. Add lines 1 through 11........ 1,584,077 3,533 1,533,078
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 129,415 2,804 0 126,611
14 Other employee salaries and wages...... 733,097 0 0 733,097
15 Pension plans, employee benefits....... 21,259 0 0 21,256
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 1,300 0 0 1,300
c Other professional fees (attach schedule).... Click to see attachment 983 983 0 0
17 Interest............... 22,036 0 0 22,036
18 Taxes (attach schedule) (see instructions)... Click to see attachment 84,811 0 0 84,811
19 Depreciation (attach schedule) and depletion... Click to see attachment 53,264 0 58,034
20 Occupancy.............. 49,726 0 0 49,726
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 521,371 0 0 521,371
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,617,262 3,787 58,034 1,560,208
25 Contributions, gifts, grants paid........ 605 605
26 Total expenses and disbursements. Add lines 24 and 25 1,617,867 3,787 58,034 1,560,813
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -33,790
b Net investment income (if negative, enter -0-) 0
c Adjusted net income (if negative, enter -0-)... 1,475,044
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2014)
Form 990-PF (2014)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)		 Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............... 37,049 26,710 26,710
2 Savings and temporary cash investments..........      
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet245
Less: allowance for doubtful accounts bullet0 5,000 245 245
8 Inventories for sale or use...............      
9 Prepaid expenses and deferred charges...........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)........ 20,183 Click to see attachment20,183 36,511
c Investments—corporate bonds (attach schedule)........      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)........... 60,681 Click to see attachment63,231 70,974
14 Land, buildings, and equipment: basis bullet4,213,590
Less: accumulated depreciation (attach schedule) bullet1,344,373 2,922,481 Click to see attachment2,869,217 12,347,915
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 3,045,394 2,979,586 12,482,355
Liabilities 17 Accounts payable and accrued expenses.......... 1,035 2,010
18 Grants payable..................    
19 Deferred revenue..................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)...... 452,285 Click to see attachment419,223
22 Other liabilities (describe bullet) Click to see attachment1,381 Click to see attachment1,450
23 Total liabilities (add lines 17 through 22).......... 454,701 422,683
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted...................    
25 Temporarily restricted................    
26 Permanently restricted................    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds......... 1,786,942 1,786,942
28 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
29 Retained earnings, accumulated income, endowment, or other funds 803,751 769,961
30 Total net assets or fund balances (see instructions)...... 2,590,693 2,556,903
31 Total liabilities and net assets/fund balances (see instructions).. 3,045,394 2,979,586
Part III Analysis of Changes in Net Assets or Fund Balances
1 Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree
with end-of-year figure reported on prior year’s return)............... 1 2,590,693
2 Enter amount from Part I, line 27a..................... 2 -33,790
3 Other increases not included in line 2 (itemize) bullet 3 0
4 Add lines 1, 2, and 3.......................... 4 2,556,903
5 Decreases not included in line 2 (itemize) bullet 5 0
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 2,556,903
Form 990-PF (2014)
Form 990-PF (2014)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.) 		(b) How acquired
P—Purchase
D—Donation 		(c) Date acquired
(mo., day, yr.) 		(d) Date sold
(mo., day, yr.)
1a
b
c
d
e
(e) Gross sales price (f) Depreciation allowed
(or allowable) 		(g) Cost or other basis
plus expense of sale 		(h) Gain or (loss)
(e) plus (f) minus (g)
a
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l) Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i) F.M.V. as of 12/31/69 (j) Adjusted basis
as of 12/31/69 		(k) Excess of col. (i)
over col. (j), if any
a
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2  
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 . . . . . . . . . . . . . . . . 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2013 1,696,249 221,630 7.653517
2012 1,665,988 274,435 6.070611
2011 1,190 290,056 0.004103
2010 760 277,477 0.002739
2009 1,391,431 296,319 4.695720
2 Total of line 1, column (d) ...................... 2 18.426690
3 Average distribution ratio for the 5-year base period—divide the total on line 2 by 5, or by
the number of years the foundation has been in existence if less than 5 years. . . 		3 3.685338
4 Enter the net value of noncharitable-use assets for 2014 from Part X, line 5..... 4 179,310
5 Multiply line 4 by line 3....................... 5 660,818
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 0
7 Add lines 5 and 6......................... 7 660,818
8 Enter qualifying distributions from Part XII, line 4.............. 8 1,560,813
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See
the Part VI instructions.
Form 990-PF (2014)
Form 990-PF (2014)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)
1a Bulletand enter “N/A" on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 0
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 0
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 0
6 Credits/Payments:
a 2014 estimated tax payments and 2013 overpayment credited to 2014 6a  
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 0
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 0
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet   RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see Instructions
for definition)?.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletVA
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2014 or the taxable year beginning in 2014 (see instructions for Part XIV)?
    If "Yes," complete Part XIV.............................
    9
     
    No
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see instructions) .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement (see instructions).................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletHAZELWILDFARM.COM
    14
    The books are in care ofbulletJACK SULLIVAN Telephone no.bullet (540) 898-8219
    Located atbullet5325 HARRISON ROADFREDERICKSBURGVA ZIP+4bullet22407
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16 At any time during calendar year 2014, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country?
    16   No
    See instructions for exceptions and filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR). If "Yes", enter the name of the foreign country bullet  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?........................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?.................
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).........
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see instructions)? ........
    1b
     
     
    .........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2014?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2014, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2014?...............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?........................
    b
    If "Yes," did it have excess business holdings in 2014 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2014.)....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2014?
    4b
     
    No
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?...............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? (see instructions)..................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?........
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see instructions)? ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?............
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.......................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation (see instructions).
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to
    employee benefit plans
    and deferred compensation     		(e) Expense account,
    other allowances
    BARBARA LANFORD PRESIDENT & DIRECTOR
    30.00     		17,436 0 0
    BOX 554
    BOWLING GREEN,VA22427
    DWIGHT SULLIVAN TREASURER & DIRECTOR
    40.00     		56,077 0 0
    8900 MILLWOOD DRIVE
    SPOTSYLVANIA,VA22551
    STEPHANIE MACIOR SECRETARY & DIRECTOR
    40.00     		55,902 0 0
    10903 WOODLAND DRIVE
    FREDERICKSBURG,VA22407
    SAMUEL HARDING DIRECTOR
    1.00     		0 0 0
    1111 SUNKEN ROAD
    FREDERICKSBURG,VA22401
    MARY JANNEY DIRECTOR
    1.00     		0 0 0
    108 CARROLL CIRCLE
    FREDERICKSBURG,VA22405
    H GENE RICE DIRECTOR
    1.00     		0 0 0
    7407 NI RIVER LANDING
    FREDERICKSBURG,VA22407
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1
     
    2  
    3  
    4  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 8
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,
    see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    96,726
    b
    Average of monthly cash balances.......................
    1b
    85,315
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    182,041
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    182,041
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    2,731
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    179,310
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    8,966
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
     
    2a
    Tax on investment income for 2014 from Part VI, line 5......
    2a
     
    b
    Income tax for 2014. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
     
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
     
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
     
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
     
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    1,560,813
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    1,560,813
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b (see instructions).................
    5
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    1,560,813
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2013     		(c)
    2013     		(d)
    2014
    1 Distributable amount for 2014 from Part XI, line 7  
    2 Undistributed income, if any, as of the end of 2014:
    a Enter amount for 2013 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2014:
    a From 2009.......  
    b From 2010.......  
    c From 2011.......  
    d From 2012.......  
    e From 2013.......  
    fTotal of lines 3a through e.........  
    4Qualifying distributions for 2014 from Part
    XII, line 4: bullet$  
    a Applied to 2013, but not more than line 2a  
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		 
    c Treated as distributions out of corpus (Election
    required—see instructions).........     		 
    d Applied to 2014 distributable amount.....  
    e Remaining amount distributed out of corpus  
    5 Excess distributions carryover applied to 2014.    
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5  
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ...........     		 
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		 
    e Undistributed income for 2013. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2014. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2015 ..........     		 
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		 
    8Excess distributions carryover from 2009 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9Excess distributions carryover to 2015.
    Subtract lines 7 and 8 from line 6a ......     		 
    10 Analysis of line 9:
    a Excess from 2010....  
    b Excess from 2011....  
    c Excess from 2012....  
    d Excess from 2013....  
    e Excess from 2014....  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2014, enter the date of the ruling.......bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2014 (b) 2013 (c) 2012 (d) 2011
    8,966 11,082 13,722 14,503 48,273
    b 85% of line 2a ......... 7,621 9,420 11,664 12,328 41,032
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		1,560,813 1,696,775 1,666,054 1,491,294 6,414,936
    d Amounts included in line 2c not used
    directly for active conduct of exempt activities ...........     		0 0 0 0 0
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		1,560,813 1,696,775 1,666,054 1,491,294 6,414,936
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ...... 13,826,724 12,547,026 12,686,991 15,805,263 54,866,004
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		 13,644,683 12,371,248 12,477,582 15,535,450 54,028,963
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		        0
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		        0
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		        0
    (3) Largest amount of support
    from an exempt organization    		         0
    (4) Gross investment income         0
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    AMERICAN CANCER SOCIETY
    PO BOX 2483
    RICHMOND,VA23218     		NONE OTHER PUBLIC CHARITY GENERAL CHARITABLE DONATION 100
    NATIONAL CHILD SAFETY COUNCIL
    PO BOX 124
    SPOTSYLVANIA,VA22553     		NONE OTHER PUBLIC CHARITY GENERAL CHARITABLE DONATIONGENERAL CHARITABLE DONATION 190
    SPOTSYLVANIA VOLUNTEER FIRE DEPT
    PO BOX 146
    SPOTSYLVANIA,VA22553     		NONE OTHER PUBLIC CHARITY GENERAL CHARITABLE DONATION 75
    THE NATIONAL HUMANE ED SOCIETY
    PO BOX 97138
    WASHINGTON,DC20077     		NONE OTHER PUBLIC CHARITY GENERAL CHARITABLE DONATION 40
    TIGER CREEK WILDLIFE REFUGE
    P O BOX 4968
    TYLER,TX75712     		NONE OTHER PUBLIC CHARITY GENERAL CHARITABLE DONATION 200
    Total .................................bullet 3a 605
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    aRIDING PROGRAM         601,386
    bKINDERGARDEN         722,659
    cCAMP         160,474
    dRELATED ACTIVITIES         21,702
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3
    Interest on savings and temporary cash investments ............     		         
    4 Dividends and interest from securities....         3,533
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6
    Net rental income or (loss) from personal property .............     		         
    7 Other investment income.....          
    8
    Gain or (loss) from sales of assets other than inventory .............     		         
    9 Net income or (loss) from special events:     01 15,042  
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 15,042 1,509,754
    13Total. Add line 12, columns (b), (d), and (e)..................
    131,524,796
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    1A PROVIDES EQUESTRIAN STUDIES TO INTERESTED INDIVIDUALS AND IS THE
    1A HOME OF THE MARY WASHINGTON COLLEGE RIDING PROGRAM
    1B PROVIDES BOARDING AND DAY CAMPS AND KINDERGARDEN FOR CHILDREN AND
    1C YOUNG ADULTS IN A FAMILY FARM ENVIRONMENT
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political
    Yes
    No
    organizations?
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527?...........
    b
    If "Yes," complete the following schedule.
    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's namebullet



    Firm's addressbullet







         		Firm's EINbullet
    Phone no.
    Form 990-PF (2014)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors
    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Information about Schedule B (Form 990, 990-EZ, or 990-PF) and its instructions is at www.irs.gov/form990.
    OMB No. 1545-0047
    2014
    Name of the organization
    HAZELWILD FARM EDUCATIONAL FOUNDATION
     
    Employer identification number

    52-1311337
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ





    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution. An organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
    Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it does not meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2014)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)
    Page 2
    Name of organization
    HAZELWILD FARM EDUCATIONAL FOUNDATION
          		Employer identification number

    52-1311337
    Part I
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
     
     

    FREDERICKSBURG SAVINGS CHARITABLE F  
    PO BOX 783
     
    FREDERICKSBURG, VA22404

    		$20,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    2
     
     

    SAMUEL C HARDING  
    1111 SUNKEN ROAD
     
    FREDERICKSBURG, VA22401

    		$5,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    3
     
     

    KAREN C RADLEY  
    MATOAX FARM 6476 FAIRVIEW DRIVE
     
    KING GEORGE, VA22485

    		$20,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)
    Page 3
    Name of organization
    HAZELWILD FARM EDUCATIONAL FOUNDATION
          		Employer identification number

    52-1311337
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)
    Page 4
    Name of organization
    HAZELWILD FARM EDUCATIONAL FOUNDATION
          		Employer identification number

    52-1311337
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10)
    that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)

    Additional Data


    Software ID:  
    Software Version:  

    TY 2014 AccountingFeesSchedule
    Name:
    HAZELWILD FARM EDUCATIONAL FOUNDATION
    EIN: 52-1311337
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    BOWLING, FRANKLIN & CO. 1,300 0 0 1,300

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2014 DepreciationSchedule
    Name:
    HAZELWILD FARM EDUCATIONAL FOUNDATION
    EIN: 52-1311337
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)    		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
    LITTLE GIANT 28' ELEVATOR 1991-12-17 2,025 2,025 SL 7.000000000000 0 0 0  
    PEQUES 8T HAY WAGON 1991-12-17 1,000 1,000 SL 7.000000000000 0 0 0  
    H & S 10T HAY WAGON 1991-12-17 1,000 1,000 SL 7.000000000000 0 0 0  
    FARM EQUIPMENT 1994-06-30 1,500 1,499 200DB 7.000000000000 0 0 0  
    HAY WAGON 1995-06-02 2,000 2,000 SL 7.000000000000 0 0 0  
    USED HAY WAGON 1995-09-11 1,650 1,650 SL 7.000000000000 0 0 0  
    HAYBINE 1995-06-30 13,900 13,900 SL 7.000000000000 0 0 0  
    BUILDINGS 1989-01-01 400,000 317,454 SL 31.500000000000 12,700 0 12,700  
    IMPROVEMENTS-MAIN HOUSE 1989-06-30 9,232 7,325 SL 31.500000000000 293 0 293  
    FENCING 1989-06-30 17,134 13,600 SL 31.500000000000 544 0 544  
    TENNIS COURT IMPROVEMENTS 1989-06-30 6,700 5,324 SL 31.500000000000 213 0 213  
    FENCING 1990-06-30 7,499 5,712 SL 31.500000000000 238 0 238  
    ELECTRCAL WORK 1990-06-30 7,891 6,013 SL 31.500000000000 251 0 251  
    BARN 1990-06-30 184,660 144,061 SL 31.500000000000 5,863 0 5,863  
    BARN REPAIRS 1990-06-30 2,000 1,561 SL 31.500000000000 64 0 64  
    HEATER FOR COWPALACE 1991-01-15 4,100 2,985 SL 31.500000000000 130 0 130  
    ELECTRICAL WORK 1991-01-15 5,397 3,927 SL 31.500000000000 171 0 171  
    KITCHEN FLOOR - COWPALACE 1991-03-15 2,450 1,777 SL 31.500000000000 78 0 78  
    SAND AND GRAVEL- RIDING RING 1991-05-06 6,210 6,210 SL 10.000000000000 0 0 0  
    AIR CONDITIONING - COWPALACE 1992-01-15 8,842 6,169 SL 31.500000000000 281 0 281  
    FENCING 1992-03-15 10,088 6,974 SL 31.500000000000 320 0 320  
    AIR CONDITIONING - OFFICE & NURSES 1992-08-14 2,210 1,497 SL 31.500000000000 70 0 70  
    ELECTRIC SYS - TENANT BUILDING 1992-09-01 2,196 1,490 SL 31.500000000000 70 0 70  
    EMERGENCY LIGHTS - SCHOOL BUILDING 1993-04-23 1,074 1,074 200DB 7.000000000000 0 0 0  
    SECURITY ALARM - SCHOOL BUILDING 1993-04-23 4,246 4,245 200DB 7.000000000000 0 0 0  
    BLEACHERS - INDOOR ARENA 1993-04-23 2,016 2,016 200DB 7.000000000000 0 0 0  
    CABINETS AND LOCKERS - BARN 1993-08-01 3,400 3,400 200DB 7.000000000000 0 0 0  
    FENCING 1994-06-30 1,652 1,652 200DB 7.000000000000 0 0 0  
    IMPROVMNTS- LITTLE GIRLS COTTAGE 1995-06-13 8,435 4,005 SL 39.000000000000 216 0 216  
    IMPROVEMENTS- BOYS COTTAGE 1995-05-25 1,598 764 SL 39.000000000000 41 0 41  
    POOL REPAIRS 1995-06-22 4,000 4,000 SL 7.000000000000 0 0 0  
    1979 HARTMAN TRAILER 1989-01-01 5,000 5,000 200DB 5.000000000000 0 0 0  
    1978 CHEVY VAN 1989-01-01 1,875 1,875 200DB 5.000000000000 0 0 0  
    BROOD MARE 1991-12-20 2,000 2,000 SL 7.000000000000 0 0 0  
    BULL YADKIN FARM 1992-05-15 1,050 1,050 200DB 7.000000000000 0 0 0  
    PONY MARIE - GENSING 1992-10-30 1,000 1,000 200DB 7.000000000000 0 0 0  
    HORSE 1995-04-06 1,800 1,800 SL 7.000000000000 0 0 0  
    HORSE - LEO 1995-05-18 3,000 3,000 SL 7.000000000000 0 0 0  
    PULL DISK 1989-01-01 100 100 SL 7.000000000000 0 0 0  
    HAY WAGONS 1989-01-01 260 260 SL 7.000000000000 0 0 0  
    NI SPREADER 1989-01-01 775 775 SL 7.000000000000 0 0 0  
    WOODS DIXIE CUTTER M-5 1989-01-01 650 650 SL 7.000000000000 0 0 0  
    NH 273 BALER W/ KICKER 1989-01-01 1,850 1,850 SL 7.000000000000 0 0 0  
    FARM EQUIPMENT 1990-06-30 1,500 1,500 SL 7.000000000000 0 0 0  
    GRAIN DRILL 1990-06-30 2,400 2,400 SL 7.000000000000 0 0 0  
    FARM EQUIPMENT 1989-05-18 1,775 1,775 SL 7.000000000000 0 0 0  
    PLAYGROUND EQUIPMENT 1989-06-14 1,020 1,020 SL 7.000000000000 0 0 0  
    CAMP EQUIPMENT 1990-06-30 2,384 2,384 SL 7.000000000000 0 0 0  
    SWIMMING POOL EQUIP 1990-01-01 4,500 4,500 SL 7.000000000000 0 0 0  
    DISH WASHER 1990-06-30 2,500 2,500 SL 7.000000000000 0 0 0  
    PLAYGROUND EQUIPMENT 1991-09-18 1,825 1,825 SL 7.000000000000 0 0 0  
    TABLES,CHAIRS,OFFICE EQUIP 1992-08-20 3,164 3,164 200DB 7.000000000000 0 0 0  
    HORSE SHOW JUMPS 1994-06-30 3,958 3,956 200DB 7.000000000000 0 0 0  
    SCHOOL FURNITURE 1994-06-30 3,705 3,704 200DB 7.000000000000 0 0 0  
    LIONS PRIDE - PLAYGROUND 1995-09-25 4,900 4,900 SL 7.000000000000 0 0 0  
    COPY MACHINE 1990-06-30 2,682 2,682 SL 5.000000000000 0 0 0  
    LASER PRINTER 1995-06-26 509 509 SL 5.000000000000 0 0 0  
    HORSE SHOW JUMPS 1992-08-20 1,932 1,932 200DB 7.000000000000 0 0 0  
    FAN IN CENTER BUILDING 1992-09-01 4,838 4,838 200DB 7.000000000000 0 0 0  
    WASHER DRYER - MAIN HOUSE 1993-04-21 796 796 200DB 7.000000000000 0 0 0  
    NEW POOL 1996-07-02 19,000 19,000 SL 15.000000000000 0 0 0  
    COPY MACHINE 1996-07-17 2,724 2,724 200DB 5.000000000000 0 0 0  
    ICE MAKER 1996-09-30 3,220 3,219 200DB 5.000000000000 0 0 0  
    PLAYGROUND EQUIPMENT 1996-04-04 4,900 4,900 200DB 7.000000000000 0 0 0  
    LAND 1989-01-01 999,000   L   0 0 0  
    LAND 1997-06-02 1,415,000   L   0 0 0  
    KITCHEN STOVE 1997-01-08 2,000 2,000 SL 7.000000000000 0 0 0  
    BICYCLES 1997-04-09 1,045 1,045 SL 7.000000000000 0 0 0  
    ARCHERY SHED 1997-06-09 1,850 1,850 SL 7.000000000000 0 0 0  
    PLAYGROUND EQUIPMENT 1997-08-06 3,945 3,945 SL 7.000000000000 0 0 0  
    HANDY VAN 1998-06-22 2,995 2,995 SL 7.000000000000 0 0 0  
    HORSE (C WYNNE) 1998-10-05 2,000 2,000 SL 7.000000000000 0 0 0  
    HORSE (S HOYER) 1998-10-22 2,750 2,750 SL 7.000000000000 0 0 0  
    NEW BUILDING - RIDING CENTER 1992-09-01 569,652 385,042 SL 31.500000000000 18,081 0 18,081  
    CANOE 1998-06-30 370 370 SL 7.000000000000 0 0 0  
    COMPUTERS 1998-06-30 2,820 2,820 SL 5.000000000000 0 0 0  
    HEAT PUMP 1999-03-12 1,978 1,978 SL 7.000000000000 0 0 0  
    PONY GYPSY 1999-04-19 3,000 3,000 SL 7.000000000000 0 0 0  
    HORSE - BARNEY 1999-05-07 3,000 3,000 SL 7.000000000000 0 0 0  
    HORSE - CARNIVAL 2000-02-11 1,600 1,600 SL 7.000000000000 0 0 0  
    NEW HOLLAND HAY ELEVATOR 2000-06-19 2,821 2,821 SL 7.000000000000 0 0 0  
    THERAPEUTIC RAMP 2000-10-17 3,010 3,010 SL 7.000000000000 0 0 0  
    TIREC-RUBBER FOOTING 2000-12-08 8,073 8,073 SL 7.000000000000 0 0 0  
    DIE-CUTTING MACHINE 2000-11-30 2,444 2,444 SL 7.000000000000 0 0 0  
    DISHWASHER AND PUMP 2000-09-15 4,443 4,443 SL 7.000000000000 0 0 0  
    COMPUTER SYSTEM 2001-01-05 1,188 1,188 SL 5.000000000000 0 0 0  
    AIR CONDITIONING UNIT 2001-05-08 3,200 3,200 SL 7.000000000000 0 0 0  
    REMODEL KITCHEN 2001-10-11 3,150 1,404 SL 27.500000000000 115 0 115  
    HORSE - MATT LOWE 2001-11-28 4,000 4,000 SL 7.000000000000 0 0 0  
    CABINETS FOR SCHOOL OFFICE 2001-06-30 4,500 4,500 SL 7.000000000000 0 0 0  
    IMPROVEMENTS 2002-02-21 2,300 2,204 SL 7.000000000000 0 0 0  
    COPIER 2002-01-30 3,215 2,115 SL 7.000000000000 0 0 0  
    OFFICE EQUIPMENT 2002-03-09 3,912 2,738 SL 7.000000000000 0 0 0  
    OFFICE EQUIPMENT 2002-04-10 3,912 2,738 SL 7.000000000000 0 0 0  
    COMPUTER SYSTEM 2002-06-14 826 578 SL 7.000000000000 0 0 0  
    HORSE CONTAINER TRAILER 2004-01-08 2,600 1,300 200DB 7.000000000000 0 0 0  
    ROAD DRAG 2004-06-08 3,575 1,787 200DB 7.000000000000 0 0 0  
    NEW HOLLAND 258 HAY RAKE 2005-05-04 5,100 5,100 200DB 7.000000000000 0 0 0  
    JOHN DEERE 348 HAY BALER 2005-06-27 26,090 26,090 200DB 7.000000000000 0 0 0  
    SCHOOL PARTITIONS AND CABINETS 2005-09-06 48,000 10,207 SL 39.000000000000 1,231 0 1,231  
    CAMP CLIMBING WALL 2005-05-11 5,075 5,075 200DB 7.000000000000 0 0 0  
    NEW ROOF - SCHOOL CENTER 2005-03-28 30,334 6,840 SL 39.000000000000 778 0 778  
    MANURE SPREADER MS 1112 2006-03-07 4,620 4,620 200DB 7.000000000000 0 0 0  
    FORD 1320 4WD TRACTOR 2006-11-09 5,750 5,750 200DB 7.000000000000 0 0 0  
    SWIMMING POOL RENOVATION 2006-06-30 42,890 8,296 SL 39.000000000000 1,100 0 1,100  
    INDOOR RIDING ARENA RENOVATION 2006-06-30 9,633 1,863 SL 39.000000000000 247 0 247  
    SCHOOL BUILDING RENOVATION 2006-06-30 9,240 1,787 SL 39.000000000000 237 0 237  
    SCHOOL BUILDING HEAT AND AIR 2006-06-30 6,385 1,237 SL 39.000000000000 164 0 164  
    COT CARTS 2006-08-31 500 500 200DB 7.000000000000 0 0 0  
    SCHOOL ADDITION 2007-01-01 9,240 1,649 SL 39.000000000000 237 0 237  
    COMPUTER SYSTEM 2007-10-26 2,551 2,551 200DB 5.000000000000 0 0 0  
    KITCHEN RENOVATION 2008-04-15 12,599 1,844 SL 39.000000000000 323 0 323  
    KITCHEN AND EDUCATION BUILDING RESHINGLING 2008-03-18 10,950 1,627 SL 39.000000000000 281 0 281  
    PLAYGROUND EQUIPMENT 2008-07-16 6,931 3,001 200DB 7.000000000000 309 0 990  
    JOHN DEERE 5101E 4WD TRACTOR 2009-07-24 43,919 17,061 200DB 7.000000000000 1,959 0 6,274  
    TURBO-AIR FREEZER 2010-07-20 3,720 2,559 200DB 7.000000000000 332 0 531  
    OFFICE COPIER 2010-01-06 4,200 2,889 200DB 7.000000000000 375 0 600  
    1997 DODGE RAM 4X4 PICKUP 2011-06-09 2,800 2,044 200DB 5.000000000000 318 0 560  
    PLAYGROUND EQUIPMENT 2011-10-07 5,000 2,541 200DB 7.000000000000 703 0 714  
    JD 5045D 2WD TRACTOR 2012-01-27 15,495 6,009 200DB 7.000000000000 2,710 0 2,214  
    JD 2910A 54" DECK LAWN MOWER 2012-04-30 7,702 2,987 200DB 7.000000000000 1,347 0 1,100  
    TONU GT540 HAY TEDDER 2012-05-04 4,995 1,937 200DB 7.000000000000 874 0 714  

    TY 2014 InvestmentsCorpStockSchedule
    Name:
    HAZELWILD FARM EDUCATIONAL FOUNDATION
    EIN: 52-1311337
    Name of Stock End of Year Book Value End of Year Fair Market Value
    COMMON STOCKS 12,423 27,119
    PREFERED STOCKS 7,760 9,392

    TY 2014 InvestmentsOtherSchedule2
    Name:
    HAZELWILD FARM EDUCATIONAL FOUNDATION
    EIN: 52-1311337
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    MONEY MARKET FUNDS AT COST 11,349 11,349
    MUTUAL FUNDS AT COST 51,882 59,625

    TY 2014 LandEtcSchedule2
    Name:
    HAZELWILD FARM EDUCATIONAL FOUNDATION
    EIN: 52-1311337
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    LITTLE GIANT 28' ELEVATOR 2,025 2,025 0  
    PEQUES 8T HAY WAGON 1,000 1,000 0  
    H & S 10T HAY WAGON 1,000 1,000 0  
    FARM EQUIPMENT 1,500 1,499 1  
    HAY WAGON 2,000 2,000 0  
    USED HAY WAGON 1,650 1,650 0  
    HAYBINE 13,900 13,900 0  
    BUILDINGS 400,000 330,154 69,846  
    IMPROVEMENTS-MAIN HOUSE 9,232 7,618 1,614  
    FENCING 17,134 14,144 2,990  
    TENNIS COURT IMPROVEMENTS 6,700 5,537 1,163  
    FENCING 7,499 5,950 1,549  
    ELECTRCAL WORK 7,891 6,264 1,627  
    BARN 184,660 149,924 34,736  
    BARN REPAIRS 2,000 1,625 375  
    HEATER FOR COWPALACE 4,100 3,115 985  
    ELECTRICAL WORK 5,397 4,098 1,299  
    KITCHEN FLOOR - COWPALACE 2,450 1,855 595  
    SAND AND GRAVEL- RIDING RING 6,210 6,210 0  
    AIR CONDITIONING - COWPALACE 8,842 6,450 2,392  
    FENCING 10,088 7,294 2,794  
    AIR CONDITIONING - OFFICE & NURSES 2,210 1,567 643  
    ELECTRIC SYS - TENANT BUILDING 2,196 1,560 636  
    EMERGENCY LIGHTS - SCHOOL BUILDING 1,074 1,074 0  
    SECURITY ALARM - SCHOOL BUILDING 4,246 4,245 1  
    BLEACHERS - INDOOR ARENA 2,016 2,016 0  
    CABINETS AND LOCKERS - BARN 3,400 3,400 0  
    FENCING 1,652 1,652 0  
    IMPROVMNTS- LITTLE GIRLS COTTAGE 8,435 4,221 4,214  
    IMPROVEMENTS- BOYS COTTAGE 1,598 805 793  
    POOL REPAIRS 4,000 4,000 0  
    1979 HARTMAN TRAILER 5,000 5,000 0  
    1978 CHEVY VAN 1,875 1,875 0  
    BROOD MARE 2,000 2,000 0  
    BULL YADKIN FARM 1,050 1,050 0  
    PONY MARIE - GENSING 1,000 1,000 0  
    HORSE 1,800 1,800 0  
    HORSE - LEO 3,000 3,000 0  
    PULL DISK 100 100 0  
    HAY WAGONS 260 260 0  
    NI SPREADER 775 775 0  
    WOODS DIXIE CUTTER M-5 650 650 0  
    NH 273 BALER W/ KICKER 1,850 1,850 0  
    FARM EQUIPMENT 1,500 1,500 0  
    GRAIN DRILL 2,400 2,400 0  
    FARM EQUIPMENT 1,775 1,775 0  
    PLAYGROUND EQUIPMENT 1,020 1,020 0  
    CAMP EQUIPMENT 2,384 2,384 0  
    SWIMMING POOL EQUIP 4,500 4,500 0  
    DISH WASHER 2,500 2,500 0  
    PLAYGROUND EQUIPMENT 1,825 1,825 0  
    TABLES,CHAIRS,OFFICE EQUIP 3,164 3,164 0  
    HORSE SHOW JUMPS 3,958 3,956 2  
    SCHOOL FURNITURE 3,705 3,704 1  
    LIONS PRIDE - PLAYGROUND 4,900 4,900 0  
    COPY MACHINE 2,682 2,682 0  
    LASER PRINTER 509 509 0  
    HORSE SHOW JUMPS 1,932 1,932 0  
    FAN IN CENTER BUILDING 4,838 4,838 0  
    WASHER DRYER - MAIN HOUSE 796 796 0  
    NEW POOL 19,000 19,000 0  
    COPY MACHINE 2,724 2,724 0  
    ICE MAKER 3,220 3,219 1  
    PLAYGROUND EQUIPMENT 4,900 4,900 0  
    LAND 999,000 0 999,000  
    LAND 1,415,000 0 1,415,000  
    KITCHEN STOVE 2,000 2,000 0  
    BICYCLES 1,045 1,045 0  
    ARCHERY SHED 1,850 1,850 0  
    PLAYGROUND EQUIPMENT 3,945 3,945 0  
    HANDY VAN 2,995 2,995 0  
    HORSE (C WYNNE) 2,000 2,000 0  
    HORSE (S HOYER) 2,750 2,750 0  
    NEW BUILDING - RIDING CENTER 569,652 403,123 166,529  
    CANOE 370 370 0  
    COMPUTERS 2,820 2,820 0  
    HEAT PUMP 1,978 1,978 0  
    PONY GYPSY 3,000 3,000 0  
    HORSE - BARNEY 3,000 3,000 0  
    HORSE - CARNIVAL 1,600 1,600 0  
    NEW HOLLAND HAY ELEVATOR 2,821 2,821 0  
    THERAPEUTIC RAMP 3,010 3,010 0  
    TIREC-RUBBER FOOTING 8,073 8,073 0  
    DIE-CUTTING MACHINE 2,444 2,444 0  
    DISHWASHER AND PUMP 4,443 4,443 0  
    COMPUTER SYSTEM 1,188 1,188 0  
    AIR CONDITIONING UNIT 3,200 3,200 0  
    REMODEL KITCHEN 3,150 1,519 1,631  
    HORSE - MATT LOWE 4,000 4,000 0  
    CABINETS FOR SCHOOL OFFICE 4,500 4,500 0  
    IMPROVEMENTS 2,300 2,204 96  
    COPIER 3,215 3,215 0  
    OFFICE EQUIPMENT 3,912 3,912 0  
    OFFICE EQUIPMENT 3,912 3,912 0  
    COMPUTER SYSTEM 826 826 0  
    HORSE CONTAINER TRAILER 2,600 2,600 0  
    ROAD DRAG 3,575 3,575 0  
    NEW HOLLAND 258 HAY RAKE 5,100 5,100 0  
    JOHN DEERE 348 HAY BALER 26,090 26,090 0  
    SCHOOL PARTITIONS AND CABINETS 48,000 11,438 36,562  
    CAMP CLIMBING WALL 5,075 5,075 0  
    NEW ROOF - SCHOOL CENTER 30,334 7,618 22,716  
    MANURE SPREADER MS 1112 4,620 4,620 0  
    FORD 1320 4WD TRACTOR 5,750 5,750 0  
    SWIMMING POOL RENOVATION 42,890 9,396 33,494  
    INDOOR RIDING ARENA RENOVATION 9,633 2,110 7,523  
    SCHOOL BUILDING RENOVATION 9,240 2,024 7,216  
    SCHOOL BUILDING HEAT AND AIR 6,385 1,401 4,984  
    COT CARTS 500 500 0  
    SCHOOL ADDITION 9,240 1,886 7,354  
    COMPUTER SYSTEM 2,551 2,551 0  
    KITCHEN RENOVATION 12,599 2,167 10,432  
    KITCHEN AND EDUCATION BUILDING RESHINGLING 10,950 1,908 9,042  
    PLAYGROUND EQUIPMENT 6,931 6,776 155  
    JOHN DEERE 5101E 4WD TRACTOR 43,919 40,980 2,939  
    TURBO-AIR FREEZER 3,720 2,891 829  
    OFFICE COPIER 4,200 3,264 936  
    1997 DODGE RAM 4X4 PICKUP 2,800 2,362 438  
    PLAYGROUND EQUIPMENT 5,000 3,244 1,756  
    JD 5045D 2WD TRACTOR 15,495 8,719 6,776  
    JD 2910A 54" DECK LAWN MOWER 7,702 4,334 3,368  
    TONU GT540 HAY TEDDER 4,995 2,811 2,184  


    TY 2014 MortgagesAndNotesPayableSch
    Name:
    HAZELWILD FARM EDUCATIONAL FOUNDATION
    EIN: 52-1311337
    Total Mortgage Amount: 360332

    Item No. 1
    Lender's Name  
    Lender's Title  
    Relationship to Insider NONE
    Original Amount of Loan  
    Balance Due 360332
    Date of Note 2008-04
    Maturity Date 2028-04
    Repayment Terms MONTHLY
    Interest Rate 6.220000000000
    Security Provided by Borrower DEED OF TRUST ON REAL ESTATE
    Purpose of Loan REFINANCE EXISTING BANK LOANS
    Description of Lender Consideration  
    Consideration FMV  

    Item No. 2
    Lender's Name  
    Lender's Title  
    Relationship to Insider NONE
    Original Amount of Loan 45000
    Balance Due 55077
    Date of Note 2009-12
    Maturity Date 2015-12
    Repayment Terms MONTHLY
    Interest Rate 6.250000000000
    Security Provided by Borrower NONE
    Purpose of Loan OPERATING EXPENSES
    Description of Lender Consideration  
    Consideration FMV  

    Item No. 3
    Lender's Name  
    Lender's Title  
    Relationship to Insider NONE
    Original Amount of Loan 4702
    Balance Due 0
    Date of Note 2012-04
    Maturity Date 2014-04
    Repayment Terms MONTHLY
    Interest Rate 0.000000000000
    Security Provided by Borrower JOHN DEERE LAWNMOWER
    Purpose of Loan EQUIPMENT PURCHASE
    Description of Lender Consideration  
    Consideration FMV  

    Item No. 4
    Lender's Name  
    Lender's Title  
    Relationship to Insider NONE
    Original Amount of Loan 14185
    Balance Due 3814
    Date of Note 2012-01
    Maturity Date 2016-01
    Repayment Terms MONTHLY
    Interest Rate 0.000000000000
    Security Provided by Borrower JOHN DEERE TRACTOR
    Purpose of Loan EQUIPMENT PURCHASE
    Description of Lender Consideration  
    Consideration FMV  


    TY 2014 OtherExpensesSchedule
    Name:
    HAZELWILD FARM EDUCATIONAL FOUNDATION
    EIN: 52-1311337
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ADVERTISING AND PROMOTION 4,120 0 0 4,120
    CLEANING & PAPER 18,429 0 0 18,429
    DUES AND SUBSCRIPTIONS 2,141 0 0 2,141
    FARM EXPENSES 7,364 0 0 7,364
    FARRIER 75,656 0 0 75,656
    FEED AND HAY 43,185 0 0 43,185
    FERTILIZER 22,647 0 0 22,647
    FLORIST 60 0 0 60
    FOOD FOR STUDENTS 51,780 0 0 51,780
    FUEL 9,312 0 0 9,312
    GIFTS AND ENTERTAINMENT 2,200 0 0 2,200
    HORSESHOWS 30,928 0 0 30,928
    INSURANCE 86,494 0 0 86,494
    OTHER LABOR 28,561 0 0 28,561
    OFFICE EXPENSES 11,032 0 0 11,032
    OFFICE SUPPLIES 5,529 0 0 5,529
    PEST CONTROL 1,162 0 0 1,162
    POSTAGE 1,390 0 0 1,390
    ROUTINE MAINTENANCE 41,052 0 0 41,052
    SCHOOL EXPENSES 6,883 0 0 6,883
    SHAVINGS 14,175 0 0 14,175
    SUMMER CAMP 2,405 0 0 2,405
    SUPPLIES 18,264 0 0 18,264
    TELEPHONE 6,372 0 0 6,372
    VETERNARIAN 21,948 0 0 21,948
    EXPENSES RELATED TO FUNDRAISING ACTIVITIES 8,282 0 0 8,282


    TY 2014 OtherIncomeSchedule2
    Name:
    HAZELWILD FARM EDUCATIONAL FOUNDATION
    EIN: 52-1311337
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    RIDING PROGRAM 601,386   601,386
    KINDERGARDEN 722,659   722,659
    CAMP 160,474   160,474
    RELATED ACTIVITIES 21,702   21,702
    GROSS INCOME FROM SPECIAL FUNDRAISING EVENTS 23,324   23,324


    TY 2014 OtherLiabilitiesSchedule
    Name:
    HAZELWILD FARM EDUCATIONAL FOUNDATION
    EIN: 52-1311337
    Description Beginning of Year - Book Value End of Year - Book Value
    RENT DEPOSIT 1,000 1,000
    OTHER PAYROLL WITHHOLDING 381 450


    TY 2014 OtherProfessionalFeesSchedule
    Name:
    HAZELWILD FARM EDUCATIONAL FOUNDATION
    EIN: 52-1311337
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    RAYMOND JAMES 983 983 0 0


    TY 2014 TaxesSchedule
    Name:
    HAZELWILD FARM EDUCATIONAL FOUNDATION
    EIN: 52-1311337
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PAYROLL TAXES 70,443 0 0 70,443
    LICENCES AND REGISTRATION 1,458 0 0 1,458
    PROPERTY TAXES 12,383 0 0 12,383
    INCOME TAXES 527 0 0 527