JACK & VIVIAN HANSON FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- JACK & VIVIAN HANSON FOUNDATION (EIN 13-7284202)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2024-11-06
- IRS object ID
- 202443119349102404
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Decreases Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-06T16:01:15-06:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 137284202 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE JACK AND VIVIAN HANSON FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HANS | BusinessNameControlTxt |
| Phone | 2126323000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 280 PARK AVENUE 7TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | FIDUCIARY TRUST COMPANY INTL | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2126323000 | PhoneNum |
| Signature | 2024-11-06 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $8,923,648 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Dividends Rev And Expnss | $195,952 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $194,627 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$16,523 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,154,261 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $179,429 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $194,627 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $83,116 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $66,493 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $16,623 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,500 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $60 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $60 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $13,671 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,690 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $98,347 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $68,243 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $18,123 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $353,427 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $353,427 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $451,774 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $68,243 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $371,550 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$272,345 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $126,384 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $138,425 | CashBOYAmt |
| Cash EOY | $201,141 | CashEOYAmt |
| Cash EOYFMV | $201,141 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $844,661 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $642,070 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $642,070 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| US Government Obligations EOY | $250,426 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $254,668 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $3,319,455 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,934,356 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,109,466 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $793,564 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $793,564 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $716,303 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $5,096,105 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,821,557 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,923,648 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $5,096,105 | CapitalStockBOYAmt |
| Capital Stock EOY | $4,821,557 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,096,105 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,821,557 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,096,105 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,821,557 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,096,105 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$272,345 | ExcessRevenueOverExpensesAmt |
| Other Increases | $323 | OtherIncreasesAmt |
| Subtotal | $4,824,083 | SubtotalAmt |
| Other Decreases | $2,526 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,821,557 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (15 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| 1000. DEVON ENERGY CORP | 2023-01-09 | 2023-07-11 | $49,812 | $62,775 | -$12,963 | -$12,963 |
| 100. NVIDIA CORP | 2018-04-24 | 2023-08-25 | $45,262 | $5,542 | $39,720 | $39,720 |
| 200. VERALTO CORP | 2016-10-11 | 2023-10-18 | $14,489 | $5,430 | $9,059 | $9,059 |
| 470. RTX CORP | 2022-03-15 | 2023-10-19 | $34,891 | $45,685 | -$10,794 | -$10,794 |
| 430. RTX CORP | 2022-03-15 | 2023-10-19 | $31,799 | $41,797 | -$9,998 | -$9,998 |
| 570. BRISTOL-MYERS SQUIBB CO | 2022-04-13 | 2023-10-26 | $30,440 | $43,934 | -$13,494 | -$13,494 |
| 480. BRISTOL-MYERS SQUIBB CO | 2022-08-08 | 2023-10-26 | $25,626 | $35,898 | -$10,272 | -$10,272 |
| 400. AMERICAN WATER WORKS CO INC | 2022-03-16 | 2023-12-11 | $52,113 | $62,426 | -$10,313 | -$10,313 |
| 135. NEXTERA ENERGY INC | 2022-09-09 | 2023-12-11 | $7,990 | $12,218 | -$4,228 | -$4,228 |
| 465. NEXTERA ENERGY INC | 2022-09-09 | 2023-12-11 | $27,542 | $42,084 | -$14,542 | -$14,542 |
| 350000. UNITED STATES TREASURY BILL DTD 8/17/2023 2/15/2024 | 2024-02-15 | $345,324 | $345,324 | |||
| 50. NVIDIA CORP | 2018-10-26 | 2024-02-21 | $34,241 | $2,622 | $31,619 | $31,619 |
| 1000. CVS HEALTH CORP | 2022-09-29 | 2024-05-10 | $56,139 | $69,223 | -$13,084 | -$13,084 |
| 700. STARBUCKS CORP | 2020-07-14 | 2024-05-10 | $53,220 | $50,453 | $2,767 | $2,767 |
| 350000. UNITED STATES TREASURY BILL DTD 5/18/2023 5/16/2024 | 2024-05-16 | $345,373 | $345,373 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$16,523 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,757 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,757 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,757 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,864 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $6,864 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $5,107 | OverpaymentAmt |
| Applied To ES Tax | $5,107 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CT | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FIDUCIARY TRUST COMPANY INTL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2126324082 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 280 PARK AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | FIDUCIARY TRUST CO INTL | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 280 PARK AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 4 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $83,116 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $7,380,673 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $876,693 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,257,366 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,257,366 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $123,860 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,133,506 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $406,675 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $406,675 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,757 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,757 | TotalTaxAmt |
| Distributable Before Adj | $404,918 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $404,918 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $404,918 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $371,550 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $371,550 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $404,918 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $468 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $39 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $27,096 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,391 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $28,994 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $371,550 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $371,550 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $28,994 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $28,994 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $4,374 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)
| Business Name Line2RecipientBusinessName/BusinessNameLine2Txt | Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| UAFHANSON FILM INSTITUTE | ||||||||
| C/O UNIV OF ARIZONA | PLANNED GIVING OFFICE | TUCSON | AZ | 857210109 | NONE | PUBLIC | GENERAL PURPOSES | $247,399 |
| UAFMUSEUM OF ART | ||||||||
| C/O UNIV OF ARIZONA | PLANNED GIVING OFFICE | TUCSON | AZ | 857210109 | NONE | PUBLIC | GENERAL PURPOSES | $106,028 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $353,427 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $195,952 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$16,523 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $179,429 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $179,429 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEE | CategoryTxt |
| Amt | $1,500 | Amt |
| Disbursements Charitable Prps | $1,500 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (54 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOTT LABORATORIES | $36,022 | $83,128 |
| AMERICAN ELECTRIC POWER CO INC | $42,479 | $43,870 |
| APPLE INC | $32,257 | $421,240 |
| BLACKROCK INC | $26,411 | $118,098 |
| CHEVRON CORP | $66,204 | $125,136 |
| COCA COLA CO | $49,503 | $127,300 |
| COMCAST CORP CL A | $15,403 | $78,320 |
| J P MORGAN CHASE & CO | $43,974 | $202,260 |
| JOHNSON & JOHNSON CO | $23,110 | $73,080 |
| LAM RESEARCH CORP | $14,091 | $266,213 |
| MASTERCARD INC CL A | $31,300 | $176,464 |
| MICROSOFT CORP | $48,568 | $536,340 |
| MORGAN STANLEY | $48,020 | $97,190 |
| NIKE INC CL B | $19,256 | $60,296 |
| TJX COS INC NEW | $51,247 | $165,150 |
| UNION PACIFIC CORP | $24,761 | $67,878 |
| ALPHABET INC CLASS C | $52,020 | $366,840 |
| ECOLAB INC | $55,103 | $119,000 |
| MICROCHIP TECHNOLOGY INC | $36,999 | $155,550 |
| AMAZON.COM INC | $51,123 | $251,225 |
| CONSTELLATION BRANDS INC CL A | $60,120 | $102,912 |
| DANAHER CORP | $41,135 | $149,910 |
| RAYTHEON CO NEW | ||
| HONEYWELL INTL INC | $70,081 | $106,770 |
| NVIDIA CORP | $12,615 | $308,850 |
| ISHARES CORE MSCI EAFE ETF | $469,001 | $508,480 |
| ISHARES CORE MSCI EMERGING MKT | $172,926 | $160,590 |
| ASTRAZENECA PLC SPONS ADR | $91,447 | $155,980 |
| UNITEDHEALTH GROUP INC | $71,467 | $152,778 |
| AIR PRODUCTS & CHEMICALS INC | $54,139 | $59,352 |
| CHARLES SCHWAB CORP | $27,381 | $66,321 |
| REGENERON PHARMACEUTICALS INC | $44,287 | $157,655 |
| ARES MANAGEMENT CORP CL A | $61,068 | $159,936 |
| CONOCOPHILLIPS | $61,309 | $125,818 |
| EATON CORP PLC | $80,879 | $180,291 |
| MCDONALD'S CORP | $55,973 | $76,452 |
| PROCTER & GAMBLE CO | $53,327 | $70,091 |
| TEXAS INSTRUMENTS INC | $61,547 | $87,539 |
| WALMART INC | $84,082 | $126,956 |
| ISHARES CORE S&P SMALL-CAP ETF | $166,593 | $159,990 |
| AMETEK INC NEW | $51,634 | $66,684 |
| BRISTOL-MYERS SQUIBB CO | ||
| COSTCO WHOLESALE CORP | $87,513 | $140,248 |
| O'REILLY AUTOMOTIVE INC | $45,107 | $73,924 |
| AMERICAN WATER WORKS CO INC | ||
| BROADCOM INC | $33,582 | $120,415 |
| SALESFORCE INC | $31,581 | $38,565 |
| SERVICENOW INC | $80,197 | $118,001 |
| S & P GLOBAL INC. | $55,959 | $55,750 |
| SYNOPSYS INC. | $41,555 | $44,630 |
| CVS HEALTH CORP | ||
| NEXTERA ENERGY INC | ||
| STARBUCKS CORP | ||
| DEVON ENERGY INC |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $250,426 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $254,668 | USGovtObligationsEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ISHARES 5-10Y INV GRADE CORP | AT COST | $604,715 | $551,045 |
| ISHARES MBS ETF | AT COST | $188,849 | $165,258 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RETURN OF CAPITAL ADJUSTMENT | Desc |
| Amt | $2,526 | Amt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| MUTUAL FUND CASH ADJUSTMENT | $3 |
| ACCOUNTING ADJUSTMENT | $320 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ADR FEES | CategoryTxt |
| Amt | $60 | Amt |
| Net Investment Income | $60 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX WITHHELD | $1,690 | $1,690 | $0 |
| FEDERAL EXCISE TAX | $11,981 | $0 | $0 |