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.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2018
Open to Public Inspection
For calendar year 2018, or tax year beginning 01-01-2018 , and ending 12-31-2018
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. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$10,189,598J Accounting method:
 
(Part I, column (d) must be on cash basis.)
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) 118,202
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 23,023 23,023 23,023
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 Click to see attachment 7,928
b Gross sales price for all assets on line 6a 2,235,853
7 Capital gain net income (from Part IV, line 2)... 7,115
8 Net short-term capital gain......... 7,115
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 1,430,124 0 1,430,124
12 Total. Add lines 1 through 11........ 1,579,277 30,138 1,460,262
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 123,732 0 0 123,732
14 Other employee salaries and wages...... 714,114 0 0 714,114
15 Pension plans, employee benefits....... 13,486 0 0 13,486
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 1,400 150 0 1,250
c Other professional fees (attach schedule).... Click to see attachment 8,517 8,517 0 0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 83,643 0 0 83,143
19 Depreciation (attach schedule) and depletion... Click to see attachment 63,654 0 62,695
20 Occupancy.............. 45,704 0 0 0
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 581,181 0 0 581,181
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,635,431 8,667 62,695 1,516,906
25 Contributions, gifts, grants paid....... 1,092 1,092
26 Total expenses and disbursements. Add lines 24 and 25 1,636,523 8,667 62,695 1,517,998
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -57,246
b Net investment income (if negative, enter -0-) 21,471
c Adjusted net income (if negative, enter -0-)... 1,397,567
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2018)
Form 990-PF (2018)
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............. 443,040 114,451 114,451
2 Savings and temporary cash investments......... 1,200,000    
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) bullet180
Less: allowance for doubtful accounts bullet0 500 180 180
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)....... 0 Click to see attachment1,268,314 1,163,747
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)..........      
14 Land, buildings, and equipment: basis bullet4,165,244
Less: accumulated depreciation (attach schedule) bullet1,566,955 2,394,940 Click to see attachment2,598,289 8,911,220
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 4,038,480 3,981,234 10,189,598
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow SFAS 117, check here bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted..................    
25 Temporarily restricted...............    
26 Permanently restricted...............    
Foundations that do not follow SFAS 117, check here 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 2,251,538 2,194,292
30 Total net assets or fund balances (see instructions)..... 4,038,480 3,981,234
31 Total liabilities and net assets/fund balances (see instructions). 4,038,480 3,981,234
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
4,038,480
2
Enter amount from Part I, line 27a .....................
2
-57,246
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
3,981,234
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
3,981,234
Form 990-PF (2018)
Form 990-PF (2018)
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.)
1 a PUBLICLY TRADED SECURITIES P    
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 2,234,353   2,227,238 7,115
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       7,115
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 7,115
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 7,115
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))
2017 1,714,433 579,479 2.958577
2016 1,609,844 157,532 10.219155
2015 1,509,706 181,278 8.328126
2014 1,560,813 179,310 8.704551
2013 1,696,249 221,630 7.653517
2
Total of line 1, column (d) .....................
2
37.863926
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5.0, or by the number of years the foundation has been in existence if less than 5 years ......
3
7.572785
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
1,458,916
5
Multiply line 4 by line 3......................
5
11,048,057
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
215
7
Add lines 5 and 6........................
7
11,048,272
8
Enter qualifying distributions from Part XII, line 4,.............
8
1,517,998
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 (2018)
Form 990-PF (2018)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket includes lines 1a and 1b
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Domestic foundations that meet the section 4940(e) requirements in Part V, check 1 429
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........................... 3 429
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- ..... 5 429
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 0
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 0
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 429
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 2019 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 2018 or the taxable year beginning in 2018? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    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 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2018, 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 the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet  
    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 2018?.............
    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 2018, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2018?.............
    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 2018 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 2018.)..................
    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 2018?
    4b
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (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
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    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
    DWIGHT SULLIVAN TREASURER & DIRECTOR
    40.00     		0 0 0
    8900 MILLWOOD DRIVE
    SPOTSYLVANIA,VA22551
    STEPHANIE MACIOR PRESIDENT & DIRECTOR
    40.00     		0 0 0
    10903 WOODLAND DRIVE
    FREDERICKSBURG,VA22407
    SAMUEL HARDING DIRECTOR
    1.00     		0 0 0
    1111 SUNKEN ROAD
    FREDERICKSBURG,VA22401
    THOMAS BLALOCK DIRECTOR
    1.00     		0 0 0
    100 LINDSAY COURT
    FREDERICKSBURG,VA22401
    SARAH H L BRADY DIRECTOR
    1.00     		0 0 0
    1209 PRINCE EDWARD STREET
    FREDERICKSBURG,VA22401
    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
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    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  
    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
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 8
    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
    1,126,993
    b
    Average of monthly cash balances.......................
    1b
    354,140
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    1,481,133
    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
    1,481,133
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    22,217
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    1,458,916
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    72,946
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
     
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
     
    b
    Income tax for 2018. (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
    1,517,998
    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
    1,517,998
    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
    1,517,998
    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 (2018)
    Form 990-PF (2018)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2017     		(c)
    2017     		(d)
    2018
    1 Distributable amount for 2018 from Part XI, line 7  
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2018:
    a From 2013......  
    b From 2014......  
    c From 2015......  
    d From 2016......  
    e From 2017......  
    fTotal of lines 3a through e........  
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$  
    a Applied to 2017, 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 2018 distributable amount.....  
    e Remaining amount distributed out of corpus  
    5 Excess distributions carryover applied to 2018.    
    (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 2017. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2018. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2019 ..........     		 
    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) .......     		 
    8 Excess distributions carryover from 2013 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......     		 
    10 Analysis of line 9:
    a Excess from 2014....  
    b Excess from 2015....  
    c Excess from 2016....  
    d Excess from 2017....  
    e Excess from 2018....  
    Form 990-PF (2018)
    Form 990-PF (2018)
    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 2018, 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) 2018 (b) 2017 (c) 2016 (d) 2015
    72,946 28,974 7,877 9,064 118,861
    b 85% of line 2a ......... 62,004 24,628 6,695 7,704 101,032
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		1,517,998 916 1,610,019 1,509,706 4,638,639
    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 ....     		1,517,998 916 1,610,019 1,509,706 4,638,639
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ...... 10,590,198 10,890,290 12,129,230 13,827,700 47,437,418
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		 9,109,065 10,356,725 11,969,299 13,643,661 45,078,750
    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 foundation 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 (2018)
    Form 990-PF (2018)
    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
    ASPCA
    10819 COURTHOUSE ROAD
    FREDERICKSBURG,VA22408     		NONE OTHER PUBLIC CHARITY GENERAL CHARITABLE DONATION 100
    LION HABITAT RANCH
    P O BOX 1828
    MERRIFIELD,VA22116     		NONE OTHER PUBLIC CHARITY GENERAL CHARITABLE DONATION 162
    PEACEFUL VALLEY DONKEY RESCUE
    8317 DUCKWORTH RD
    SAN ANGELO,TX76905     		NONE OTHER PUBLIC CHARITY GENERAL CHARITABLE DONATION 150
    RING DOG RESCUE
    PO BOX 1805
    MERRIFIELD,VA22116     		NONE OTHER PUBLIC CHARITY GENERAL CHARITABLE DONATION 100
    SMILING DOG FARM
    PO BOX 946
    HOUSTON,TX77001     		NONE OTHER PUBLIC CHARITY GENERAL CHARITABLE DONATION 80
    SPOTSYLVANIA VOLUNTEER FIRE & RESCUE
    PO BOX 101
    SPOTSYLVANIA,VA22551     		NONE OTHER PUBLIC CHARITY GENERAL CHARITABLE DONATION 100
    TIGER CREEK WILDLIFE REFUGE
    P O BOX 4968
    TYLER,TX75712     		NONE OTHER PUBLIC CHARITY GENERAL CHARITABLE DONATION 300
    YOUNG LIFE
    PO BOX 33545
    FREDERICKSBURG,VA22402     		NONE OTHER PUBLIC CHARITY GENERAL CHARITABLE DONATION 100
    Total .................................bullet 3a 1,092
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2018)
    Form 990-PF (2018)
    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         517,211
    bKINDERGARDEN         753,702
    cCAMP         108,722
    dRELATED ACTIVITIES         29,175
    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....         23,023
    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 ............     		        7,928
    9 Net income or (loss) from special events:     01 13,253  
    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 13,253 1,439,761
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    1,453,014
    (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
    1D RELATED ACTIVITIES TO ABOVE
    Form 990-PF (2018)
    Form 990-PF (2018)
    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) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    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) (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 name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2018)
    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 Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2018
    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 isn't covered by the General Rule and/or the Special Rules doesn't 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 doesn't 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) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018) 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 FOUNDATION
     
    PO BOX 783
     
    FREDERICKSBURG, VA22404

    		$ 25,000


    (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
    JACK BROWN'S TATTOO REVIVAL LLC
     
    1919 PRINCESS ANNE STREET
     
    FREDERICKSBURG, VA22401

    		$ 22,600


    (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) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    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) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    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) (2018)

    Additional Data


    Software ID:  
    Software Version:  

    TY 2018 AccountingFeesSchedule
    Name:
    HAZELWILD FARM EDUCATIONAL FOUNDATION
    EIN:
    52-1311337
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    BOWLING, FRANKLIN & CO. 1,400 150 0 1,250

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

    TY 2018 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 1989-01-01 400,000 368,246 SL 31.500000000000 12,700 0 12,700  
    IMPROVEMENTS-MAIN HOUSE 1989-06-30 9,232 8,497 SL 31.500000000000 293 0 293  
    FENCING 1989-06-30 17,134 15,776 SL 31.500000000000 544 0 544  
    TENNIS COURT IMPROVEMENTS 1989-06-30 6,700 6,176 SL 31.500000000000 213 0 213  
    FENCING 1990-06-30 7,499 6,664 SL 31.500000000000 238 0 238  
    ELECTRCAL WORK 1990-06-30 7,891 7,015 SL 31.500000000000 251 0 251  
    BARN 1990-06-30 184,660 167,509 SL 31.500000000000 5,863 0 5,863  
    BARN REPAIRS 1990-06-30 2,000 1,815 SL 31.500000000000 64 0 64  
    HEATER FOR COWPALACE 1991-01-15 4,100 3,505 SL 31.500000000000 130 0 130  
    ELECTRICAL WORK 1991-01-15 5,397 4,611 SL 31.500000000000 171 0 171  
    KITCHEN FLOOR - COWPALACE 1991-03-15 2,450 2,089 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 7,293 SL 31.500000000000 281 0 281  
    FENCING 1992-03-15 10,088 8,254 SL 31.500000000000 320 0 320  
    AIR CONDITIONING - OFFICE & NURSES 1992-08-14 2,210 1,777 SL 31.500000000000 70 0 70  
    ELECTRIC SYS - TENANT BUILDING 1992-09-01 2,196 1,770 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 4,869 SL 39.000000000000 216 0 216  
    IMPROVEMENTS- BOYS COTTAGE 1995-05-25 1,598 928 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  
    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 1997-06-02 975,652   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 1992-09-01 569,652 457,376 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 1,864 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 15,131 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 9,952 SL 39.000000000000 778 0 778  
    MANURE SPREADER MS 1112 2006-03-07 4,620 4,620 200DB 7.000000000000 0 0 0  
    SWIMMING POOL RENOVATION 2006-06-30 42,890 12,696 SL 39.000000000000 1,100 0 1,100  
    INDOOR RIDING ARENA RENOVATION 2006-06-30 9,633 2,851 SL 39.000000000000 247 0 247  
    SCHOOL BUILDING RENOVATION 2006-06-30 9,240 2,735 SL 39.000000000000 237 0 237  
    SCHOOL BUILDING HEAT AND AIR 2006-06-30 6,385 1,893 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 2,597 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 3,136 SL 39.000000000000 323 0 323  
    KITCHEN AND EDUCATION BUILDING RESHINGLING 2008-03-18 10,950 2,751 SL 39.000000000000 281 0 281  
    PLAYGROUND EQUIPMENT 2008-07-16 6,931 3,465 200DB 7.000000000000 0 0 0  
    JOHN DEERE 5101E 4WD TRACTOR 2009-07-24 43,919 21,959 200DB 7.000000000000 0 0 0  
    TURBO-AIR FREEZER 2010-07-20 3,720 3,720 200DB 7.000000000000 0 0 0  
    OFFICE COPIER 2010-01-06 4,200 4,200 200DB 7.000000000000 0 0 0  
    PLAYGROUND EQUIPMENT 2011-10-07 5,000 4,620 200DB 7.000000000000 380 0 380  
    JD 5045D 2WD TRACTOR 2012-01-27 15,495 13,420 200DB 7.000000000000 1,384 0 2,075  
    JD 2910A 54" DECK LAWN MOWER 2012-04-30 7,702 6,671 200DB 7.000000000000 344 0 275  
    TONU GT540 HAY TEDDER 2012-05-04 4,995 4,327 200DB 7.000000000000 446 0 668  
    PEQUEA 125 MANURE SPREADER 2015-07-09 7,027 3,954 200DB 7.000000000000 878 0 1,004  
    INDOOR RIDING ARENA FOOTING RENOVATION 2017-11-20 93,500 300 SL 39.000000000000 2,397 0 2,397  
    217 JD ROTARY HAY MOWER 2017-09-07 25,267 1,805 200DB 7.000000000000 3,094 0 3,610  
    2013 CHEVROLET SILVERADO PICKUP 2017-05-12 14,400 1,029 200DB 7.000000000000 1,763 0 2,057  
    COW PALACE RENOVATION 2018-04-27 192,293   SL 39.000000000000 3,493 0 3,493  
    MAIN OFFICE WINDOWS 2018-02-21 5,104   SL 39.000000000000 115 0 115  
    INDOOR ARENA RESTROOMS 2018-04-12 14,121   SL 39.000000000000 256 0 256  
    SCHOOL CTR ROOF RENOVATION 2018-08-14 13,700   SL 39.000000000000 132 0 132  
    INDOOR ARENA ROOF RENOVATION 2018-10-10 10,500   SL 39.000000000000 56 0 56  
    JD 2018 Z930M 54" MOWER 2018-03-28 9,472   200DB 7.000000000000 1,354 0 1,015  
    1999 NEW HOLLAND TRACTOR W/ LOADER 2018-09-17 15,000   200DB 7.000000000000 2,144 0 536  
    HORSE - PANCAKE 2018-09-17 7,500   200DB 7.000000000000 1,072 0 268  
    WATER COOLER 2015-03-18 145 41 200DB 7.000000000000 9 0 21  

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    TY 2018 GainLossSaleOtherAssetsSch
    Name:
    HAZELWILD FARM EDUCATIONAL FOUNDATION
    EIN:
    52-1311337
    Name Date Acquired How Acquired Date Sold Purchaser Name Gross Sales Price Basis Basis Method Sales Expenses Total (net) Accumulated Depreciation
        PURCHASED     1,500     0 813 7,015

    TY 2018 InvestmentsCorpStockSchedule
    Name:
    HAZELWILD FARM EDUCATIONAL FOUNDATION
    EIN:
    52-1311337
    Name of Stock End of Year Book Value End of Year Fair Market Value
    UNION BANK & TRUST PORTFOLIO 1,268,314 1,163,747

    TY 2018 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 400,000 380,946 19,054  
    IMPROVEMENTS-MAIN HOUSE 9,232 8,790 442  
    FENCING 17,134 16,320 814  
    TENNIS COURT IMPROVEMENTS 6,700 6,389 311  
    FENCING 7,499 6,902 597  
    ELECTRCAL WORK 7,891 7,266 625  
    BARN 184,660 173,372 11,288  
    BARN REPAIRS 2,000 1,879 121  
    HEATER FOR COWPALACE 4,100 3,635 465  
    ELECTRICAL WORK 5,397 4,782 615  
    KITCHEN FLOOR - COWPALACE 2,450 2,167 283  
    SAND AND GRAVEL- RIDING RING 6,210 6,210 0  
    AIR CONDITIONING - COWPALACE 8,842 7,574 1,268  
    FENCING 10,088 8,574 1,514  
    AIR CONDITIONING - OFFICE & NURSES 2,210 1,847 363  
    ELECTRIC SYS - TENANT BUILDING 2,196 1,840 356  
    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 5,085 3,350  
    IMPROVEMENTS- BOYS COTTAGE 1,598 969 629  
    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  
    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 975,652 0 975,652  
    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 569,652 475,457 94,195  
    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 1,979 1,171  
    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 16,362 31,638  
    CAMP CLIMBING WALL 5,075 5,075 0  
    NEW ROOF - SCHOOL CENTER 30,334 10,730 19,604  
    MANURE SPREADER MS 1112 4,620 4,620 0  
    SWIMMING POOL RENOVATION 42,890 13,796 29,094  
    INDOOR RIDING ARENA RENOVATION 9,633 3,098 6,535  
    SCHOOL BUILDING RENOVATION 9,240 2,972 6,268  
    SCHOOL BUILDING HEAT AND AIR 6,385 2,057 4,328  
    COT CARTS 500 500 0  
    SCHOOL ADDITION 9,240 2,834 6,406  
    COMPUTER SYSTEM 2,551 2,551 0  
    KITCHEN RENOVATION 12,599 3,459 9,140  
    KITCHEN AND EDUCATION BUILDING RESHINGLING 10,950 3,032 7,918  
    PLAYGROUND EQUIPMENT 6,931 6,931 0  
    JOHN DEERE 5101E 4WD TRACTOR 43,919 43,919 0  
    TURBO-AIR FREEZER 3,720 3,720 0  
    OFFICE COPIER 4,200 4,200 0  
    PLAYGROUND EQUIPMENT 5,000 5,000 0  
    JD 5045D 2WD TRACTOR 15,495 14,804 691  
    TONU GT540 HAY TEDDER 4,995 4,773 222  
    PEQUEA 125 MANURE SPREADER 7,027 4,832 2,195  
    INDOOR RIDING ARENA FOOTING RENOVATION 93,500 2,697 90,803  
    217 JD ROTARY HAY MOWER 25,267 17,533 7,734  
    2013 CHEVROLET SILVERADO PICKUP 14,400 9,992 4,408  
    COW PALACE RENOVATION 192,293 3,493 188,800  
    MAIN OFFICE WINDOWS 5,104 115 4,989  
    INDOOR ARENA RESTROOMS 14,121 256 13,865  
    SCHOOL CTR ROOF RENOVATION 13,700 132 13,568  
    INDOOR ARENA ROOF RENOVATION 10,500 56 10,444  
    JD 2018 Z930M 54" MOWER 9,472 1,354 8,118  
    1999 NEW HOLLAND TRACTOR W/ LOADER 15,000 2,144 12,856  
    HORSE - PANCAKE 7,500 1,072 6,428  
    WATER COOLER 145 123 22  


    TY 2018 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 3,804 0 0 3,804
    CLEANING & PAPER 5,824 0 0 5,824
    DUES AND SUBSCRIPTIONS 2,775 0 0 2,775
    FARM EXPENSES 16,138 0 0 16,138
    FARRIER 67,212 0 0 67,212
    FEED AND HAY 42,567 0 0 42,567
    FERTILIZER 7,876 0 0 7,876
    FLORIST 105 0 0 105
    FOOD FOR STUDENTS 59,603 0 0 59,603
    FUEL 9,357 0 0 9,357
    GIFTS AND ENTERTAINMENT 2,100 0 0 2,100
    HORSESHOWS 29,848 0 0 29,848
    INSURANCE 80,297 0 0 80,297
    OTHER LABOR 12,410 0 0 12,410
    OFFICE EXPENSES 13,034 0 0 13,034
    OFFICE SUPPLIES 3,969 0 0 3,969
    PEST CONTROL 1,856 0 0 1,856
    POSTAGE 907 0 0 907
    ROUTINE MAINTENANCE 58,290 0 0 58,290
    SCHOOL EXPENSES 17,132 0 0 17,132
    SHAVINGS 20,225 0 0 20,225
    SUMMER CAMP 4,911 0 0 4,911
    SUPPLIES 34,710 0 0 34,710
    TELEPHONE 8,793 0 0 8,793
    VETERNARIAN 69,377 0 0 69,377
    EXPENSES RELATED TO FUNDRAISING ACTIVITIES 8,061 0 0 8,061


    TY 2018 OtherIncomeSchedule2
    Name:
    HAZELWILD FARM EDUCATIONAL FOUNDATION
    EIN:
    52-1311337
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    RIDING PROGRAM 517,211   517,211
    KINDERGARDEN 753,702   753,702
    CAMP 108,722   108,722
    RELATED ACTIVITIES 29,175   29,175
    GROSS INCOME FROM SPECIAL FUNDRAISING EVENTS 21,314   21,314


    TY 2018 OtherProfessionalFeesSchedule
    Name:
    HAZELWILD FARM EDUCATIONAL FOUNDATION
    EIN:
    52-1311337
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    RAYMOND JAMES 8,517 8,517 0 0


    TY 2018 TaxesSchedule
    Name:
    HAZELWILD FARM EDUCATIONAL FOUNDATION
    EIN:
    52-1311337
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PAYROLL TAXES 68,269 0 0 68,269
    LICENCES AND REGISTRATION 911 0 0 911
    PROPERTY TAXES 10,285 0 0 10,285
    INCOME TAXES 289 0 0 289
    SALES TAXES 3,889 0 0 3,389