William M & Marian R Haywood Tr Charitable 113099

Barbieux William D Etal Ttee

Leesburg, FL
Tax-exempt since Jan. 2000
EIN: 59-7163598

This organization is not listed in the IRS's most recent list of tax exempt organizations, but we have data associated with this Employer Identification Number.

Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Grantmaking Foundations (NTEE)

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending June
2021

Revenue

$152,160

Expenses

$226,611

Net Income

-$74,451

Net Assets

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$36,386	23.9%
Dividends	$67,980	44.7%
Sales of Assets	$47,794	31.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$178,801	78.9%
Compensation of Officers*	$86,830	38.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$0
Total Liabilities	$0
Net Assets	$0

Compensation

Key Employees and Officers	Compensation	Other
Alfred C Haliday Jr (Trustee)	$41,369	$0
Jann K Barbieux (Grant Commit)	$31,200	$0
Kimball D Haliday (Trustee)	$14,261	$0

990-PF

Filed on Nov. 16, 2021

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

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Fiscal Year Ending June
2020

Revenue

$79,408

Expenses

$223,158

Net Income

-$143,750

Net Assets

$1,931,023

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$11,562	14.6%
Dividends	$67,846	85.4%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$156,495	70.1%
Compensation of Officers*	$83,916	37.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,973,399
Total Liabilities	$42,376
Net Assets	$1,931,023

Compensation

Key Employees and Officers	Compensation	Other
Alfred C Haliday Jr (Trustee)	$41,958	$0
Jann K Barbieux (Grant Commit)	$31,200	$0
Kimball D Haliday (Trustee)	$10,758	$0

990-PF

Filed on Aug. 25, 2020

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending June
2019

Revenue

$121,264

Expenses

$242,217

Net Income

-$120,953

Net Assets

$2,074,773

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$33,011	27.2%
Dividends	$69,756	57.5%
Sales of Assets	$18,497	15.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$174,025	71.8%
Compensation of Officers*	$84,734	35.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,114,643
Total Liabilities	$39,870
Net Assets	$2,074,773

Compensation

Key Employees and Officers	Compensation	Other
Alfred C Haliday Jr (Trustee)	$42,367	$0
Jann K Barbieux (Grant Commit)	$31,200	$0
Kimball D Haliday (Trustee)	$11,167	$0

990-PF

Filed on April 22, 2020

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending June
2018

Revenue

$132,220

Expenses

$215,590

Net Income

-$83,370

Net Assets

$2,195,726

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$33,908	25.6%
Dividends	$62,149	47.0%
Sales of Assets	$36,158	27.3%
Other Income	$5	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$171,248	79.4%
Compensation of Officers*	$86,196	40.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,233,104
Total Liabilities	$37,378
Net Assets	$2,195,726

Compensation

Key Employees and Officers	Compensation	Other
Alfred C Haliday Jr (Trustee)	$40,197	$0
Jann K Barbieux (Grant Commit)	$20,800	$0
William Barbieux (Trustee)	$19,951	$0
Kimball D Haliday (Trustee)	$5,248	$0

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990-PF

Filed on Jan. 28, 2019

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending June
2017

Revenue

$69,872

Expenses

$178,516

Net Income

-$108,644

Net Assets

$2,279,096

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$9,350	13.4%
Dividends	$60,522	86.6%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$133,590	74.8%
Compensation of Officers*	$85,619	48.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,313,482
Total Liabilities	$34,386
Net Assets	$2,279,096

Compensation

Key Employees and Officers	Compensation	Other
William Barbieux (Trustee)	$46,619	$0
Alfred C Haliday Jr (Trustee)	$39,000	$0

990-PF

Filed on Oct. 17, 2017

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

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Fiscal Year Ending June
2016

Revenue

$48,809

Expenses

$205,792

Net Income

-$156,983

Net Assets

$2,387,740

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$12,025	24.6%
Dividends	$51,725	> 100%
Sales of Assets	-$21,677
Other Income	$6,736	13.8%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$158,709	77.1%
Compensation of Officers*	$90,595	44.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,415,147
Total Liabilities	$27,407
Net Assets	$2,387,740

Compensation

Key Employees and Officers	Compensation	Other
William Barbieux (Trustee)	$49,372	$0
Alfred C Haliday Jr (Trustee)	$41,223	$0

990-PF

Filed on Feb. 15, 2017

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending June
2015

Revenue

$57,490

Expenses

$229,352

Net Income

-$171,862

Net Assets

$2,544,723

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$12,297	21.4%
Dividends	$47,645	82.9%
Sales of Assets	$0
Other Income	-$2,452

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$178,755	77.9%
Compensation of Officers*	$91,329	39.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,570,669
Total Liabilities	$25,946
Net Assets	$2,544,723

Compensation

Key Employees and Officers	Compensation	Other
William Barbieux (Trustee)	$49,778	$0
Alfred C Haliday Jr (Trustee)	$41,551	$0

990-PF

Filed on Nov. 25, 2015

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending June
2014

Revenue

$275,880

Expenses

$234,857

Net Income

$41,023

Net Assets

$2,716,585

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$239,686	86.9%
Dividends	$45,339	16.4%
Sales of Assets	-$2,953
Other Income	-$6,192

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$130,941	55.8%
Compensation of Officers*	$87,068	37.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,736,336
Total Liabilities	$19,751
Net Assets	$2,716,585

Compensation

Key Employees and Officers	Compensation	Other
William Barbieux (Trustee)	$47,421	$0
Alfred C Haliday Jr (Trustee)	$39,647	$0

990-PF

Filed on March 27, 2015

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending June
2013

Revenue

$184,944

Expenses

$176,666

Net Income

$8,278

Net Assets

$2,675,562

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$148,500	80.3%
Dividends	$45,889	24.8%
Sales of Assets	$0
Other Income	-$8,764

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$136,360	77.2%
Compensation of Officers*	$83,360	47.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,887,729
Total Liabilities	$212,167
Net Assets	$2,675,562

990-PF

Filed on Jan. 3, 2014

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending June
2012

Revenue

$50,208

Expenses

$169,501

Net Income

-$119,293

Net Assets

$2,667,284

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$16,635	33.1%
Dividends	$33,573	66.9%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$136,820	80.7%
Compensation of Officers*	$75,439	44.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,937,336
Total Liabilities	$270,052
Net Assets	$2,667,284

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

PDF (2 of 2)

Fiscal Year Ending June
2002

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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Raw filing data. Includes EINs and summary financials as structured data.
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Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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Updated April 20, 2026

William M & Marian R Haywood Tr Charitable 113099

Organization summary

Organization summary might be incomplete or out of date

Type of Nonprofit

Tax Filings by Year

Fiscal Year Ending June 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending June 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending June 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending June 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending June 2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending June 2011

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending June 2010

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending June 2009

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending June 2008

No Extracted Financial Data

Fiscal Year Ending June
2021

Fiscal Year Ending June
2020

Fiscal Year Ending June
2019

Fiscal Year Ending June
2018

Fiscal Year Ending June
2017

Fiscal Year Ending June
2016

Fiscal Year Ending June
2015

Fiscal Year Ending June
2014

Fiscal Year Ending June
2013

Fiscal Year Ending June
2012

Fiscal Year Ending June
2011

Fiscal Year Ending June
2010

Fiscal Year Ending June
2009

Fiscal Year Ending June
2008

Fiscal Year Ending June
2007

Fiscal Year Ending June
2006

Fiscal Year Ending June
2005

Fiscal Year Ending June
2004

Fiscal Year Ending June
2003

Fiscal Year Ending June
2002