The Halcyon Foundation C/O Ray Cave Trustee

990PF • Fiscal year 2013 • EIN 34-6961975

Jan 01, 2013 to Dec 31, 2013 • Filed on May 14, 2014

Organization Profile

C/O Mai Img Center Suite 11001360 EAST 9TH STREET Suite44114-1782

(216) 920-4800

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2013 filings • <$500k nonprofits • Source year 2013

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2013 filings • <$500k nonprofits • Source year 2013

-424%

Higher net margin than 3% of similar nonprofits.

2013 filings • <$500k nonprofits • Source year 2013

Higher top officer pay than 75% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2013 filings • <$500k nonprofits • Source year 2013

-33%

Faster asset growth than 12% of similar nonprofits.

2013 filings • <$500k nonprofits • Annualized from 2012 to 2013

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Balance Sheet

Liabilities / Assets58th percentile

Assets

Down

$20,117

Down $9,700 (-33%) from 2012

Net Assets

Down

$20,117

Down $9,700 (-33%) from 2012

Liabilities

Flat

Flat from 2012

Revenue And Expenses

Liabilities / Revenue59th percentile Net Margin3rd percentile

Revenue

$2,287

No earlier filing loaded for comparison.

Expenses

Down

$11,987

Down $9,238 (-44%) from 2012

Net Income

-$9,700

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth12th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

Highlighted filing

2013

Assets$20,117

Liabilities$0

Net Assets$20,117

Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

Highlighted filing

2013

Revenue$2,287

Expenses$11,987

Net Income-$9,700

Open 2013 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2013 to Dec 31, 2013
Signed: May 14, 2014
Return Version: 2013v3.1

Compensation and Service Providers

Top Officer Pay75th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
RAY C CAVE	Trustee	-	$0	-	-
PATRICIA RYAN	Trustee	-	$0	-	-
CATHERINE CHRISTINE CAVE	Trustee	-	$0	-	-
JON R CAVE	Trustee	-	$0	-	-

Filing and Contact Details

Filer

EIN: 34-6961975
In Care Of: % MAI WEALTH ADVISORS LLC
Phone: 2169204800

Signing Officer

Name: Ray C Cave
Title: Trustee
Phone: 2169204817
Signed: 2014-05-14
Discuss with paid preparer: Yes

Preparer

Preparer: Timothy W Mosley
Phone: 2169204817

Raw XML Appendix327 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path	#	Value
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt	0	610
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd	0	14
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt	0	1677
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd	0	18
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt	0	2287
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt	0	2287
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt	0	1677
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt	0	11785
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt	0	11785
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt	0	159
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt	0	159
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt	0	-9700
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt	0	10880
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt	0	451
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt	0	451
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt	0	1677
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt	0	2287
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt	0	25
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt	0	177
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt	0	11785
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt	0	11987
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt	0	2287
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt	0	2287
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt	0	202
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt	0	2012-12-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt	1	2007-12-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt	2	2009-12-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt	0	51
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt	1	4595
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt	2	2754
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt	3	1803
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt	0	2
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt	1	139
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt	2	215
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt	3	998
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt	4	323
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt	0	2
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt	1	139
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt	2	215
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt	3	998
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt	0	53
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt	1	4734
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt	2	2969
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt	3	2801
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd	0	P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd	1	P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd	2	P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd	3	P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd	4	P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	0	2.089 SHS ARTISAN INTERNATIONAL FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	1	187.047 SHS ARTISAN INTERNATIONAL FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	2	92.478 SHS COLUMBIA ACORN FUND CL Z
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	3	65.000 SHS JPMORGAN ALERIAN MLP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	4	CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt	0	2013-02-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt	1	2013-02-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt	2	2013-02-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt	3	2013-02-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt	0	1677
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt	0	-9700
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt	0	20117
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt	0	29817
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt	0	20117
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt	0	1469
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt	0	1469
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt	0	1469
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt	0	1515
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt	0	46
IRS990PF/DistributableAmountGrp/TotalTaxAmt	0	46
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToEsTaxAmt	0	100
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt	0	55
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt	0	1
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt	0	46
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt	0	55
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt	0	46
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt	0	46
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt	0	101
IRS990PF/FMVAssetsEOYAmt	0	28348
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind	0	X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt	0	24298
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt	0	15577
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt	0	23808
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt	0	29817
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt	0	20117
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt	0	5519
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt	0	4540
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt	0	4540
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt	0	29817
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt	0	20117
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt	0	28348
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt	0	0
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt	0	29817
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt	0	20117
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt	0	29817
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt	0	20117
IRS990PF/MethodOfAccountingCashInd	0	X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt	0	0
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt	0	30768
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt	0	7710
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt	0	23058
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt	0	462
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt	0	0
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt	0	1515
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt	0	30306
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt	0	30768
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt	0	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt	1	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt	2	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt	3	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt	0	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt	1	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt	2	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt	3	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt	0	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt	1	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt	2	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt	3	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt	0	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt	1	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt	2	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt	3	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	0	RAY C CAVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	1	PATRICIA RYAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	2	CATHERINE CHRISTINE CAVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	3	JON R CAVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	0	TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	1	TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	2	TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	3	TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1	0	70 FORT ISLAND ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1	1	70 FORT ISLAND ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1	2	31 GREEN RIDGE LANE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1	3	PO BOX 774
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City	0	BOOTHBAY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City	1	BOOTHBAY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City	2	LINCOLN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City	3	DOVER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State	0	ME
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State	1	ME
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State	2	MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State	3	MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode	0	04537
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode	1	04537
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode	2	01773
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode	3	02030
IRS990PF/Organization501c3ExemptPFInd	0	X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt	0	16396
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt	0	16419
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt	0	19986
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt	0	29794
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt	0	81142
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt	0	65095
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt	0	66285
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt	0	0.541029
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt	0	0.442619
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt	0	0.510267
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt	0	0.970006
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt	0	0.485526
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt	0	0.296729
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd	0	false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt	0	23
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt	0	30306
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt	0	45154
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt	0	58389
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt	0	83651
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt	0	134071
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt	0	223386
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt	0	11785
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt	0	2.705147
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt	0	11785
IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt	0	0
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt	0	11785
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt	0	0
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt	0	11785
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideCashDistriTestAmt	0	0
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideSuitabilityTestAmt	0	0
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd	0	false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd	0	false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd	0	true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd	0	false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd	0	true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd	0	false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd	0	false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd	0	false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd	0	true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd	0	false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1	0	1360 E 9TH ST SUITE 1100
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/City	0	CLEVELAND
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/State	0	OH
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCode	0	441141782
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd	0	false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd	0	false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd	0	false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd	0	NY
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd	0	false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1	0	MAI WEALTH ADVISORS LLC
IRS990PF/StatementsRegardingActyGrp/PhoneNum	0	2169204800
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd	0	false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd	0	true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd	0	false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt	0	N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt	0	THE HALCYON FOUNDATION DID NOT ENGAGE IN DIRECT CHARITABLE ACTIVITIES DURING 2013.
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt	0	THE HALCYON FOUNDATION DID NOT MAKE ANY PROGRAM-RELATED INVESTMENTS DURING 2013.
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm	0	NA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	0	11785
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	0	GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1	0	VARIOUS PUBLIC CHARITIES - SEE STATEMENT ATTACHED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	0	UNRELATED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1	0	VARIOUS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City	0	VARIOUS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State	0	ME
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode	0	00000
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm	0	NA
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	11785
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	1469
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt	0	0
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	1469
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt	0	17847
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt	0	26947
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt	0	76987
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt	0	58431
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt	0	55202
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt	0	55202
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	190528
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt	0	10316
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt	0	17847
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt	0	26947
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt	0	76987
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt	0	58431
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr	0	2011
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr	0	2010
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr	0	2009
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt	0	0
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	11785
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	10316
IRS990PF/UndistributedIncomeGrp/Taxable1Amt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable2Amt	0	0
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	245730
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	235414
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt	0	0
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt	0	6554
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt	1	5579
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt	2	4646
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt	3	7519
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt	4	0
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc	0	COLUMBIA ACORN FUND
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc	1	FIDELITY SPARTAN 500 INDEX FD
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc	2	ARTISAN INTERNATIONAL FUND
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc	3	JP MORGAN ALERIAN MLP INDEX
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc	4	RECOVERY OF POLITICAL DONATION
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt	0	4128
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt	1	5733
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt	2	0
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt	3	5716
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt	0	5488
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt	1	8772
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt	2	0
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt	3	9548
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	NEW YORK FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	25
TaxesSchedule/TaxesDetail/Amt	0	177
TaxesSchedule/TaxesDetail/CategoryTxt	0	FEDERAL EXCISE TAX
ReturnHeader/BuildTS	0	2015-12-30 17:16:21Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	RAY C CAVE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	2169204817
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2014-05-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1	0	THE HALCYON FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2	0	C/O RAY CAVE TRUSTEE
ReturnHeader/Filer/BusinessNameControlTxt	0	HALC
ReturnHeader/Filer/EIN	0	346961975
ReturnHeader/Filer/InCareOfNm	0	% MAI WEALTH ADVISORS LLC
ReturnHeader/Filer/PhoneNum	0	2169204800
ReturnHeader/Filer/USAddress/AddressLine1	0	C/O MAI IMG CENTER SUITE 1100
ReturnHeader/Filer/USAddress/AddressLine2	0	1360 EAST 9TH STREET Suite
ReturnHeader/Filer/USAddress/City	0	CLEVELAND
ReturnHeader/Filer/USAddress/State	0	OH
ReturnHeader/Filer/USAddress/ZIPCode	0	441141782
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1	0	MAI Wealth Advisors LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1	0	1360 E 9th St Ste 1100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City	0	Cleveland
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State	0	OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode	0	441141717
ReturnHeader/PreparerPersonGrp/PhoneNum	0	2169204817
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	Timothy W Mosley
ReturnHeader/ReturnTs	0	2014-11-05T09:15:22-06:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2013-01-01
ReturnHeader/TaxPeriodEndDt	0	2013-12-31
ReturnHeader/TaxYr	0	2013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $20,117
Liabilities: $0
Net assets: $20,117
Revenue: $2,287
Expenses: $11,987
Net income: -$9,700

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2020Detailed filing. Detailed filing data is available for this year.	$0.00	$0.00	$0.00	$0.35	$0.35	$0.00
2019Detailed filing. Detailed filing data is available for this year.	$0.00	$0.00	$0.00	$0.04	$1.91	$1.87
2018Detailed filing. Detailed filing data is available for this year.	$1.87	$0.00	$1.87	$11.6	$20.0	$8.43
2017Detailed filing. Detailed filing data is available for this year.	$10.3	$0.00	$0.00	$14.1	$18.3	$4.25
2016Detailed filing. Detailed filing data is available for this year.	$14.5	$0.00	$14.5	$26.8	$20.0	$6.86
2015Detailed filing. Detailed filing data is available for this year.	$7.68	$0.00	$7.68	$14.4	$14.5	$0.04
2014Detailed filing. Detailed filing data is available for this year.	$7.71	$0.00	$7.71	$45.1	$26.9	$18.2
2013Detailed filing. Detailed filing data is available for this year.	$20.1	$0.00	$20.1	$2.29	$12.0	$9.70
2012Detailed filing. Detailed filing data is available for this year.	$29.8	$0.00	$29.8		$21.2