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 07-01-2018 , and ending 06-30-2019
Name of foundation
STANLEY W HAYES RESEARCH FDN INC
 
Number and street (or P.O. box number if mail is not delivered to street address)801 ELKS ROAD
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
RICHMOND, IN47374
A Employer identification number

35-1061111
B Telephone number (see instructions)

(765) 962-3745
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$10,713,322J 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) 42,617
2 Check bullet.............
3 Interest on savings and temporary cash investments 5 5 5
4 Dividends and interest from securities... 247,521 247,521 247,521
5a Gross rents............ 19,320 19,320 19,320
b Net rental income or (loss) 17,578
6a Net gain or (loss) from sale of assets not on line 10 Click to see attachment 61,494
b Gross sales price for all assets on line 6a 641,029
7 Capital gain net income (from Part IV, line 2)... 58,131
8 Net short-term capital gain.........  
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 36,867 7,747 36,867
12 Total. Add lines 1 through 11........ 407,824 332,724 303,713
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 101,732 11,531 11,531 90,201
14 Other employee salaries and wages...... 49,915     49,915
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment 9,300     9,300
b Accounting fees (attach schedule)....... Click to see attachment 10,780     10,780
c Other professional fees (attach schedule).... Click to see attachment 51,557 51,557 51,557  
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 22,192 4,547   17,645
19 Depreciation (attach schedule) and depletion... Click to see attachment 25,477   24,794
20 Occupancy.............. 48,516 1,742 1,742 46,774
21 Travel, conferences, and meetings....... 4,290 2,483    
22 Printing and publications.......... 1,736     1,736
23 Other expenses (attach schedule)....... Click to see attachment 67,608 659 21 66,949
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 393,103 72,519 89,645 293,300
25 Contributions, gifts, grants paid....... 0 0
26 Total expenses and disbursements. Add lines 24 and 25 393,103 72,519 89,645 293,300
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 14,721
b Net investment income (if negative, enter -0-) 260,205
c Adjusted net income (if negative, enter -0-)... 214,068
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............. 33,822 44,405 44,405
2 Savings and temporary cash investments......... 187,258 240,898 240,898
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) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use.............. 1,000 800 800
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 5,125,791 Click to see attachment5,171,841 7,214,579
c Investments—corporate bonds (attach schedule)....... 1,920,458 Click to see attachment1,828,093 1,801,840
11 Investments—land, buildings, and equipment: basis bullet430,000
Less: accumulated depreciation (attach schedule) bullet   430,000 Click to see attachment430,000 430,000
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis bullet1,391,438
Less: accumulated depreciation (attach schedule) bullet563,999 831,013 Click to see attachment827,439 980,800
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 8,529,342 8,543,476 10,713,322
Liabilities 17 Accounts payable and accrued expenses.......... 1,430 843
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)......... 1,430 843
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.................. 8,527,509 8,542,633
25 Temporarily restricted............... 403  
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........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds    
30 Total net assets or fund balances (see instructions)..... 8,527,912 8,542,633
31 Total liabilities and net assets/fund balances (see instructions). 8,529,342 8,543,476
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
8,527,912
2
Enter amount from Part I, line 27a .....................
2
14,721
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
8,542,633
5
Decreases not included in line 2 (itemize) bullet
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
8,542,633
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 ST P    
b PUBLICLY TRADED SECURITIES LT P    
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 53,750   57,109 -3,359
b 571,129   522,289 48,840
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       -3,359
b       48,840
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 58,131
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))
2017 309,257 8,558,465 0.036135
2016 330,885 7,699,649 0.042974
2015 310,271 7,205,964 0.043058
2014 297,228 7,385,298 0.040246
2013 293,331 6,846,422 0.042844
2
Total of line 1, column (d) .....................
2
0.205257
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
0.041051
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
8,852,520
5
Multiply line 4 by line 3......................
5
363,405
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
2,602
7
Add lines 5 and 6........................
7
366,007
8
Enter qualifying distributions from Part XII, line 4,.............
8
315,339
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 5,204
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  
3 Add lines 1 and 2........................... 3 5,204
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 5,204
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 5,800
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 5,800
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 15
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 581
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet581 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$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
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)
    bulletIN
    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
    Yes
     
    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 addressbulletWWW.HAYESARBORETUM.ORG
    14
    The books are in care ofbulletSTEPHEN H HAYES SR Telephone no.bullet (765) 962-3745

    Located atbullet190 HAYES ARBORETUM ROADRICHMONDIN ZIP+4bullet473742063
    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
     
    No
    ........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
    STEPHEN H HAYES SR PRESIDENT
    40.00     		45,251 0 0
    190 HAYES ARBORETUM ROAD
    RICHMOND,IN473742063
    DR EDMUND B HAYES VICE PRESIDE
    1.00     		0 0 0
    103 VERNEDALE DRIVE
    MOUNT VERNON,OH430502917
    BRICE E HAYES II SECRETARY
    1.00     		0 0 0
    10443 RINGTAIL PLACE
    FISHERS,IN460385687
    PATRICIA MAYER ASSISTANT SE
    1.00     		0 0 0
    408 KINSEY STREET
    RICHMOND,IN473744127
    RONALD L MCDANIEL TREASURER
    1.00     		0 0 0
    8005 WOODSIDE LANE
    BURR RIDGE,IL605278052
    RICHARD K SMITH ASSISTANT TR
    1.00     		0 0 0
    428 FARLOW ROAD
    RICHMOND,IN473747716
    STEPHEN H HAYES JR EXECUTIVE DI
    40.00     		56,481 0 0
    186 HAYES ARBORETUM ROAD
    RICHMOND,IN473742063
    JOHN M SAYRE III DIRECTOR
    1.00     		0 0 0
    1050 NORTH J STREET
    RICHMOND,IN473741911
    ROBERT E MCCLURE DIRECTOR
    1.00     		0 0 0
    2280 KUDU DRIVE
    AURORA,IL605034681
    CATHERINE H HURD DIRECTOR
    1.00     		0 0 0
    1805 LAKE HEIGHTS CIRCLE
    DACULA,GA300193241
    THOMAS E HAYES DIRECTOR
    1.00     		0 0 0
    50 KNIGHTSBRIDGE ROAD
    GREAT NECK,NY110214513
    CHRISTOPHER M GILBERT DIRECTOR
    1.00     		0 0 0
    340 25TH AVENUE
    SEATTLE,WA981226106
    DAVID W MCCLURE DIRECTOR
    1.00     		0 0 0
    2285 E STEPHENS ROAD
    GILBERT,AZ852962141
    CAROLINE S HAYES DIRECTOR
    1.00     		0 0 0
    3942 GLENLEA COMMONS DRIVE
    CHARLOTTE,NC282169513
    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  
    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.............bullet  
    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 OPERATED HAYES ARBORETUM, OPEN TO PUBLIC JANUARY - DECEMBER, AT LEAST 40 HOURS/WEEK. MAINTAINED BUILDINGS IN THE NATURE CENTER COMPLEX (NATURE CENTER, ANNEX, ADMINISTRATION BUILDING, LIBRARY AND HAYES MUSEUM) AS WELL AS THE HERB GARDEN, BUTTERFLY GARDEN AND FROG ENCLOSURE AS PART OF THE NATURE PLAYSCAPE. MOWING AND LANDSCAPING ABOUT 60 ACRES PER WEEK DURING PERIOD FROM APRIL 15TH THROUGH OCTOBER 15TH. MAINTAINED BRICE E. HAYES MEMORIAL FOUNTAIN, WOODLAND CHAPEL, PAUL C. MCCLURE NATIVE WOODY PLANT PRESERVE AND 3 MILE AUTO TOUR DRIVE THROUGH PROPERTY AND 5.5 MILES OF HIKING TRAILS. 272,654
    2 NATURALIST/PROGRAM COORDINATOR AND OUTREACH & EDUCATION COORDINATOR EMPLOYED, BOTH PART-TIME. SERVED 4,491 PEOPLE, 55% OF WHOM WERE STUDENTS AGE 16 AND UNDER. OF THE 4,491, 3,368 WERE SERVED ON-SITE AND 1,123 WERE SERVED OFF-SITE AT VARIOUS LOCAL AND REGIONAL SCHOOLS AND AT 2018 CONSERVATION DAYS PROGRAM AT KUHLMAN CENTER, RICHMOND, INDIANA, HELD IN NOVEMBER 2018. SPECIAL EVENTS SUCH AS THE 8TH ANNUAL SETON CATHOLIC 5K RUN/WALK IN APRIL, 2019 AND GENERATION "G" NIGHT IS A FUNDRAISER TO BENEFIT ST. JUDE MEDICAL RESEARCH. REGULAR EDUCATION MEETINGS FOR THE EASTERN INDIANA BEEKEEPERS AT HAYES ARBORETUM WAS ATTENDED BY 220 PEOPLE ANNUALLY. WE HOSTED THE ANNUAL REGIONAL ENVIROTHON EVENT FOR REGIONAL HIGH SCHOOL STUDENTS AND CONDUCTED A FAMILY NATIVE AMERICAN HIKE TO OUR INDIAN MOUND, BOTH IN MARCH, 2019. OUR NATURALIST/PROGRAMMING COORDINATOR AS WELL AS OUR OUTREACH AND EDUCATION COORDINATOR IN PARTICULAR BROUGHT THE ARBORETUM TO THE COMMUNITY WITH TABLING EVENTS AT EARLHAM COLLEGE, REID HE 19,119
    3 2019 ARBQUEST SUMMER CLASSES. NATURE EDUCATION AND WOODCARVING. 93 CLASS SPACES FILLED IN TOTAL. NATURE EDUCATION FOR PRE-K UP TO 8TH GRADE ON-SITE AT THE ARBORETUM. WOODCARVING TAUGHT TO CHLDREN FROM 3RD GRADE TO 8TH GRADE. HOSTED 3RD GRADE ACADEMY (READING SCHOOL FOR RISING 4TH GRADERS WHO REQUIRE HELP WITH PROFICIENCY) IN JUNE, 2019 FOR THE 12TH CONSECUTIVE YEAR. AN ORIGINAL HAYES ARBORETUM PROGRAM, ARBLEAF, WAS CONDCUTED FROM MID- AUGUST THROUGH THE END OF OCTOBER, 2018. THIS IS A NUMBERED AND MARKED, SELF-GUIDED TRAIL THAT LISTS 50 DIFFERENT TREES THAT HAVE LEAVES AVAILABLE FOR COLLECTION. IT IS POPULAR AMONG MIDDLE AND HIGH SCHOOL BIOLOGY DEPARTMENTS AS A WAY TO DO HANDS-ON TEACHING ABOUT TREES, WITH MANY OF THE TREES BEING NATIVE TO INDIANA. ANOTHER POPULAR MONTHLY PROGRAM TAUGHT AT HAYES ARBORETUM IS OUR NATURALIST LED "BABES IN THE WOODS" PROGRAM DESIGNED FOR PRE-SCHOOLERS AGED 2 TO 5. A DIFFERENT SCIENCE TOPIC IS COVERED EVERY MONTH AND MUCH OF THE TEACHING & LEARNING IS SPEN 1,527
    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 N/A  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    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
    8,935,629
    b
    Average of monthly cash balances.......................
    1b
    50,901
    c
    Fair market value of all other assets (see instructions)................
    1c
    800
    d
    Total (add lines 1a, b, and c).........................
    1d
    8,987,330
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
    8,987,330
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    134,810
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    8,852,520
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    442,626
    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
    293,300
    b
    Program-related investments—total from Part IX-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
    22,039
    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
    315,339
    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
     
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    315,339
    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$ 315,339
    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 315,339
    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 5 315,339
    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
    1973-06-06
    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
    214,068 200,341 219,756 248,715 882,880
    b 85% of line 2a ......... 181,958 170,290 186,793 211,408 750,449
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		315,339 309,257 333,035 312,703 1,270,334
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		315,339 309,257 333,035 312,703 1,270,334
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		295,084 285,282 256,655 240,199 1,077,220
    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) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    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
    Total .................................bullet 3a  
    bApproved for future payment
    Total .................................bullet 3b  
    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
    aTOUR GROUP INCOME         1,897
    bCLASSES & WORKSHOPS         5,584
    cSPECIAL EVENTS         1,100
    dMISCELLANEOUS         33
    eGIFT SHOP SALES         106
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....         20,400
    3 Interest on savings and temporary cash
    investments ...........     		    14 5  
    4 Dividends and interest from securities....     14 247,521  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....     16 17,578  
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 61,494  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aFACILITY RENTALS     		    16 7,747  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   334,345 29,120
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    363,465
    (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.)
    1B THIS ORGANIZATION CONDUCTS REGULARLY SCHEDULED CLASSES ON NUMEROUS NATURE RELATED TOPICS. TUITION IS CHARGED TO THE PARTICIPANTS.
    2 MEMBERSHIP HOLDERS ARE ENTITLED TO DISCOUNTS ON ADMISSIONS AND MERCHANDISE. MEMBERSHIP REVENUES SUPPLEMENT THE OPERATIONS OF THE ORGANIZATION.
    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
    STANLEY W HAYES RESEARCH FDN INC
     
    Employer identification number

    35-1061111
    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
    STANLEY W HAYES RESEARCH FDN INC
          		Employer identification number
    35-1061111
    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
    RONALD L MCDANIEL FOUNDATION  
    8005 WOODSIDE LANE
     
    BURR RIDGE, IL605278052

    		$ 9,051


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    2
    WAYNE COUNTY FOUNDATION  
    33 SOUTH 7TH STREET
     
    RICHMOND, IN473745463

    		$ 10,286


    (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.)
    (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
    STANLEY W HAYES RESEARCH FDN INC
          		Employer identification number

    35-1061111
    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
    STANLEY W HAYES RESEARCH FDN INC
          		Employer identification number

    35-1061111
    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:
    STANLEY W HAYES RESEARCH FDN INC
    EIN:
    35-1061111
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INDIRECT ACCOUNTING FEES 10,780     10,780

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

    TY 2018 DepreciationSchedule
    Name:
    STANLEY W HAYES RESEARCH FDN INC
    EIN:
    35-1061111
    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
    VARIOUS BUILDINGS 1980-12-30 302,511 302,511 S/L 25.0000        
    LAND 1980-12-31 465,010              
    ROOF 1987-01-01 3,941 3,941 S/L 31.5000        
    REMODELING - DIR HOUSE 1987-02-01 239 239 S/L 31.5000        
    ROOF & DORMER HOUSE 1987-05-01 8,444 8,355 S/L 31.5000 89   89  
    ROOF - ADMIN BUILDING 1987-09-01 1,610 1,574 S/L 31.5000 36   36  
    WOODSTOVE INSERT 1987-11-01 769 769 S/L 7.0000        
    NEW ROOF 1988-12-01 5,140 4,807 S/L 31.5000 163   163  
    REBUILD FIREPLACE & CHIMNEY 1991-09-17 2,059 1,750 S/L 31.5000 65   65  
    FIREPLACE INSTALLATION 1991-10-31 952 807 S/L 31.5000 30   30  
    VINYL SIDING 1992-02-26 8,932 7,480 S/L 31.5000 283   283  
    ENTRANCE STONE WORK 1992-06-25 3,662 3,027 S/L 31.5000 117   117  
    FURNACE W/CENTRAL AIR 1994-05-17 6,732 4,165 S/L 39.0000 173   173  
    HAYES HOUSE ROOF REPAIR 1996-03-29 4,000 2,258 S/L 39.0000 102   102  
    HAYES HOUSE ROOF REPAIR 1996-07-24 6,660 3,750 S/L 39.0000 171   171  
    BUTTERFLY GARDEN 2000-06-30 2,504 1,159 S/L 39.0000 64   64  
    HISTORY MUSEUM 2000-06-30 9,189 4,251 S/L 39.0000 236   236  
    FLOORING - DIRECTOR HOUSE 2000-12-23 1,300 585 S/L 39.0000 33   33  
    HAYES MUSEUM 2001-06-30 10,932 4,777 S/L 39.0000 281   281  
    NATURE CENTER DOOR 2001-12-12 684 684 200DB 7.0000        
    TREE TERMINATOR & SPRAYER 2002-04-23 5,018 5,018 200DB 7.0000        
    GIFT SHOP REMODELING 2002-06-12 11,410 4,693 S/L 39.0000 292   292  
    MATTRESSES FOR HAYES HOUSE 2004-10-22 396 396 200DB 5.0000        
    SIGN - OPTEC 2006-07-01 28,451 28,451 200DB 7.0000        
    BOILER 2006-12-14 2,933 868 S/L 39.0000 75   75  
    ANCHOR LAND IMPROVEMENTS 2007-03-09 50,054              
    TUNNEL & CULVERT 2007-06-28 111,744              
    RETAINING WALL 2007-06-28 27,090              
    CULVERT IMPROVEMENTS 2007-08-30 3,011 2,240 150DB 15.0000 185   185  
    SEEDING 2008-06-30 6,393              
    TELEVISION 2009-05-14 558 558 200DB 7.0000        
    DRAINAGE TILE INSTALLATION 2009-06-12 2,480 2,065 150DB 15.0000 70   70  
    DEVEL OF EAST/WEST SIDE TUNNEL 2009-07-12 18,706              
    ANCHOR PROPERTIES 2009-08-28 6,003              
    TOSCHLOG EXCAVATION - BLAKEY FARM 2010-04-15 1,100 656 150DB 15.0000 66   66  
    2011 JOHN DEERE 997 COMMERCIAL MOWER 2011-10-13 13,491 13,180 200DB 7.0000 311   311  
    LOG SPLITTER FROM TSC 2011-12-19 999 956 200DB 7.0000 43   43  
    NEW CHEVY TRUCK 2012-06-23 34,321 31,449 200DB 7.0000 2,872   2,872  
    3 MONITORS, 3 DESKTOPS 2012-06-24 1,800 1,800 200DB 5.0000        
    STIHL EQUIPMENT (BLOWERS, TRIMMERS) 2012-06-25 1,438 1,318 200DB 7.0000 120   120  
    JOHN DEERE TS 4X2 GATOR 2012-06-25 7,500 6,872 200DB 7.0000 628   628  
    JOHN DEERE MX6 ROTARY CUTTER 2012-06-25 3,000 2,749 200DB 7.0000 251   251  
    JOHN DEERE XPU 4X5 GATOR 2012-06-25 9,150 8,384 200DB 7.0000 766   766  
    TSC DISC 2012-06-27 850 779 200DB 7.0000 71   71  
    TSC TRAILER 2012-06-27 1,000 916 200DB 7.0000 84   84  
    PAVING OF PARKING LOT @ NATURE CENTER 2012-08-30 24,968 11,515 150DB 15.0000 1,468   1,468  
    USED BUSHHOG/SM-60 ROTARY CUTTER 2013-01-14 5,750 4,948 200DB 7.0000 535   535  
    TRAILHEAD PARKING LOT EXCAVATION 2013-04-12 5,742 2,394 150DB 15.0000 343   343  
    JOHN DEERE MOWER & DECK 2013-05-30 18,495 15,444 200DB 7.0000 1,592   1,592  
    BRADCO SKID STEER BACKHOE ATTACHMENT 2013-06-13 2,500 2,088 200DB 7.0000 215   215  
    SEAL PARKING LOT @ NATURE CENTER 2013-09-12 3,011 979 S/L 15.0000 201   201  
    ROOFING FOR 186, 190 AND CARPENTER 2013-09-30 9,547 1,168 S/L 39.0000 245   245  
    NEW WINDOWS IN NATURE CENTER 2013-12-30 10,400 3,206 S/L 15.0000 694   694  
    FENCING 2014-03-02 1,750 540 S/L 15.0000 116   116  
    2 NEW DOORS @ NATURE CENTER 2014-06-25 1,962 1,156 S/L 7.0000 280   280  
    2006 CHEVY SILVERADO 3500 V8 2014-06-27 14,969 8,821 S/L 7.0000 2,138   2,138  
    SNOW PLOW 2014-06-27 6,035 3,557 S/L 7.0000 862   862  
    SPLIT DECK TRAILER 2014-06-27 5,500 3,241 S/L 7.0000 786   786  
    INFORMATION CENTER SIGN 2014-07-09 1,339 765 S/L 7.0000 192   192  
    INFORMATION CENTER BENCHES 2014-08-04 2,306 1,297 S/L 7.0000 330   330  
    WINDOWS 2014-12-01 2,966 279 S/L 27.5000 108   108  
    SECURITY GATE 2016-03-11 2,685 1,041 S/L 7.0000 384   384  
    2002 CHEVY TRAILBLAZER 2016-03-18 3,150 1,638 S/L 5.0000 630   630  
    1997 FORD F150 - TEAL 2016-03-23 1,450 754 S/L 5.0000 290   290  
    SECURITY GATE 2016-06-28 2,890 1,121 S/L 7.0000 413   413  
    PLAYSCAPE 2016-06-30 16,763 1,118 S/L 15.0000 1,117   1,117  
    GAS FURNACE - ADMIN BLDG 2017-01-25 4,006 146 S/L 39.0000 102   102  
    6X10 SURE-TRAC DUMP TRAILER 2017-05-24 4,895 816 S/L 7.0000 699   699  
    JOHN DEERE PLANETARY DRIVE AUGER 2018-02-07 3,000 179 S/L 7.0000 428   428  
    PRO FORCE DEBRIS BLOWER 2018-01-11 7,250 518 S/L 7.0000 1,036   1,036  
    45' HIGH CUBE CONTAINER 2018-03-07 3,000 143 S/L 7.0000 428   428  
    ROOF - WOODSIDE DRIVE 2018-03-29 6,606 70 S/L 27.5000 240   240  
    HP DESIGNJET T520 WIRELESS PRINTER 2018-06-01 2,297 27 S/L 7.0000 329   329  
    FARLOW/FOUTS FARM LAND 2017-10-09 430,000              
    JD 1550 MOWER & 72" DECK 2019-04-24 18,750   S/L 7.0000 446   446  
    2 1/2 TON BRYANT AIR CONDITIONER 2019-06-07 3,289   S/L 7.0000 470   470  
    USED JOHN DEERE F1420/72" MOWER 2012-06-25 9,800 8,980 200DB 7.0000 683      

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    TY 2018 GainLossSaleOtherAssetsSch
    Name:
    STANLEY W HAYES RESEARCH FDN INC
    EIN:
    35-1061111
    Name Date Acquired How Acquired Date Sold Purchaser Name Gross Sales Price Basis Basis Method Sales Expenses Total (net) Accumulated Depreciation
    USED JOHN DEERE F1420/72" MOWER 2012-06 PURCHASE 2019-04   3,500 9,800     3,363 9,663

    TY 2018 InvestmentsCorpBondsSchedule
    Name:
    STANLEY W HAYES RESEARCH FDN INC
    EIN:
    35-1061111
    Name of Bond End of Year Book Value End of Year Fair Market Value
    CORPORATE BONDS 1,828,093 1,801,840

    TY 2018 InvestmentsCorpStockSchedule
    Name:
    STANLEY W HAYES RESEARCH FDN INC
    EIN:
    35-1061111
    Name of Stock End of Year Book Value End of Year Fair Market Value
    EQUITY 4,803,179 6,816,447
    REAL ESTATE 323,336 356,745
    COMMODITIES 32,623 28,948
    WC FOUNDATION EDUCATION FUND 12,703 12,439

    TY 2018 InvestmentsLandSchedule2
    Name:
    STANLEY W HAYES RESEARCH FDN INC
    EIN:
    35-1061111
    Category/ Item Cost/Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    INVESTMENT PROPERTY - LAND 430,000   430,000 430,000

    TY 2018 LandEtcSchedule2
    Name:
    STANLEY W HAYES RESEARCH FDN INC
    EIN:
    35-1061111
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    BUILDINGS 305,699 304,418 1,281 10,625
    FURNITURE & FIXTURES 37,147 34,144 3,003 3,015
    ARBORETUM EQUIPMENT 171,511 128,999 42,512 42,685
    BUILDING IMPROVEMENTS 125,768 65,919 59,849 496,390
    CAPITAL IMPROVEMENTS - OTHER 66,313 30,519 35,794 296,885
    LAND 685,000   685,000 131,200


    TY 2018 LegalFeesSchedule
    Name:
    STANLEY W HAYES RESEARCH FDN INC
    EIN:
    35-1061111
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
      9,300     9,300


    TY 2018 OtherExpensesSchedule
    Name:
    STANLEY W HAYES RESEARCH FDN INC
    EIN:
    35-1061111
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXPENSES        
      67,608 659 21 66,949


    TY 2018 OtherIncomeSchedule2
    Name:
    STANLEY W HAYES RESEARCH FDN INC
    EIN:
    35-1061111
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    TOUR GROUP INCOME 1,897   1,897
    CLASSES & WORKSHOPS 5,584   5,584
    SPECIAL EVENTS 1,100   1,100
    MISCELLANEOUS 33   33
    GIFT SHOP SALES 106   106
    MEMBERSHIP DUES 20,400   20,400
    FACILITY RENTALS 7,747 7,747 7,747


    TY 2018 OtherProfessionalFeesSchedule
    Name:
    STANLEY W HAYES RESEARCH FDN INC
    EIN:
    35-1061111
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INDIRECT OTHER PROFESSIONAL FEES 51,557 51,557 51,557  


    TY 2018 TaxesSchedule
    Name:
    STANLEY W HAYES RESEARCH FDN INC
    EIN:
    35-1061111
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
      22,192 4,547   17,645