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HANSON FAMILY FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
HANSON FAMILY FOUNDATION (EIN 36-3750504)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-05-11
IRS object ID
202201319349100020
Schema version
2021v4.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2022-05-11T07:48:21-05:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN363900376PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WHITLOCK AND ASSOCIATES PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line125W644 COVENTRY DRIVEAddressLine1Txt
CityWHEATONCityNm
State AbbreviationILStateAbbreviationCd
ZIP601873002ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN363750504EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1HANSON FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlHANSBusinessNameControlTxt
Phone3128775605PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line125 E SUPERIOR STREET APT 2501AddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP606112587ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonTHOMAS R HANSONPersonNm
Person TitleDIRECTORPersonTitleTxt
Phone3128775605PhoneNum
Signature2022-05-10SignatureDt

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstTHOMASPersonFirstNm
Person LastHANSONPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonALLEN F HOSTICKA JR CPAPreparerPersonNm
PTINP00194238PTIN
Phone6302218022PhoneNum
Preparation2022-05-10PreparationDt
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$807,064FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$123,597ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$18,233DividendsRevAndExpnssAmt
Dividends Net Invst Incm$18,233DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$124,579NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$301,629GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$124,579CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$266,409TotalRevAndExpnssAmt
Total Net Invst Incm$142,812TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$1,500AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,500AccountingFeesNetInvstIncmAmt
Other Prof Fees Rev And Expnss$6,864OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$6,864OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$56TaxesRevAndExpnssAmt
Taxes Net Invst Incm$56TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$73OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$73OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$8,493TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$8,493TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$90,450ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$90,450ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$98,943TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$8,493TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$90,450TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$167,466ExcessRevenueOverExpensesAmt
Net Investment Income$134,319NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$2,487SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$1,464SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$1,464SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$308,969CorporateStockBOYAmt
Corporate Stock EOY$477,458CorporateStockEOYAmt
Corporate Stock EOYFMV$805,600CorporateStockEOYFMVAmt
Total Assets BOY$311,456TotalAssetsBOYAmt
Total Assets EOY$478,922TotalAssetsEOYAmt
Total Assets EOYFMV$807,064TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$311,456RetainedEarningBOYAmt
Retained Earning EOY$478,922RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$311,456TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$478,922TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$311,456TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$478,922TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$311,456TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$167,466ExcessRevenueOverExpensesAmt
Subtotal$478,922SubtotalAmt
Tot Net Ast Or Fund Balances EOY$478,922TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
BMO HARRISP2021-01-012021-12-31$10,720$10,483$237$237
BMO HARRISP2018-01-012021-12-31$147,959$42,970$104,989$104,989
PARNASSUS ENDEAVOR FUNDP2017-09-012021-07-06$99,860$99,925-$65-$65
200 SHS AMERISOURCEBERGEN CORPP2000-05-102021-06-23$23,192$23,672-$480-$480
FieldValueIRS element (for citing)
Capital Gain Net Income$124,579CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$237NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,867InvestmentIncomeExciseTaxAmt
Subtotal$1,867SubtotalAmt
Tax Based On Investment Income$1,867TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$240EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$240TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$2EsPenaltyAmt
Tax Due$1,629TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateILOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksTHOMAS HANSONIndividualWithBooksNm
Phone6309868437PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line125 E SUPERIOR STREETAddressLine1Txt
Address Line2APT 2501AddressLine2Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP606112587ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
THOMAS R HANSON
25 E SUPERIOR STREET APT 2501CHICAGOIL60611DIRECTOR000.00$0$0$0
NANCY HANSON
25 E SUPERIOR STREET APT 2501CHICAGOIL60611DIRECTOR000.00$0$0$0
BRUCE HANSON
11135 WEDDINGTON STREET 439NORTH HOLLYWOODCA91601DIRECTOR000.00$0$0$0
BRIAN HANSON
3016 NORMANDY PLACEEVANSTONIL60201DIRECTOR000.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$716,360AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,976AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$718,336TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$718,336AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$10,775CashDeemedCharitableAmt
Net Vl Noncharitable Assets$707,561NetVlNoncharitableAssetsAmt
Minimum Investment Return$35,378MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$35,378MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,867TaxBasedOnInvestmentIncomeAmt
Total Tax$1,867TotalTaxAmt
Distributable Before Adj$33,511DistributableBeforeAdjAmt
Distributable Before Ded$33,511DistributableBeforeDedAmt
Distributable As Adjusted$33,511DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$90,450ExpensesAndContributionsAmt
Qualifying Distributions$90,450QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$33,511DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$24,484ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$11,957ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$19,551ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$17,979ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$1,683ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$75,654TotalExcessDistributionCyovAmt
Qualifying Distributions$90,450QualifyingDistributionsAmt
Applied To Current Year$33,511AppliedToCurrentYearAmt
Remaining Distri From Corpus$56,939RemainingDistriFromCorpusAmt
Total Corpus$132,593TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$24,484ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$108,109ExcessDistriCyovToNextYrAmt
Excess From Year4$11,957ExcessFromYear4Amt
Excess From Year3$19,551ExcessFromYear3Amt
Excess From Year2$17,979ExcessFromYear2Amt
Excess From Year1$1,683ExcessFromYear1Amt
Excess From Current Year$56,939ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (22 entries)

Address Line1RecipientUSAddress/AddressLine1TxtAddress Line2RecipientUSAddress/AddressLine2TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ACTORS FUND
8 SOUTH MICHIGAN AVESUITE 2700CHICAGOIL60603NONE501(C)3 ORGUNRESTRICTED$1,000
ALL CHICAGO
651 W WASHINIGTON504CHICAGOIL60661NONE501(C)3 ORGUNRESTRICTED$2,500
CHICAGO COUNCIL GLOBAL AFFAIRS
TWO PRUDENTIAL PLAZA180 N STETSON AVE 1400CHICAGOIL60601NONE501(C)3 ORGUNRESTRICTED$2,000
CHICAGO PUBLIC MEDIA
848 EAST GRAND AVENUENAVY PIERCHICAGOIL60611NONE501(C)3 ORGUNRESTRICTED$40,500
CHILD CARE NETWORK
3941 RESEARCH PARK DRSUITE CANN ARBORMI48108NONE501(C)3 ORGUNRESTRICTED$1,000
CONNECTION FOR HOMELESS
2121 DEWEY AVENUEEVANSTONIL60201NONE501(C)3 ORGUNRESTRICTED$2,000
CSO ASSOCIATION
220 S MICHIGAN AVENUECHICAGOIL60604NONE501(C)3 ORGUNRESTRICTED$1,000
ELPC
35 EAST WACKER DRIVESUITE 1600CHICAGOIL60601NONE501(C)3 ORGUNRESTRICTED$1,000
GRANT PARK ORCHESTRA ASSOC
205 E RANDOLPHCHICAGOIL60601NONE501(C)(3)ORGUNRESTRICTED$6,000
GULFSHORE PLAYHOUSE
755 8TH AVENUENAPLESFL34102NONE501(C)3 ORGUNRESTRICTED$2,700
HINSDALE HUMANE SOCIETY
21 SALT CREEK LANEHINSDALEIL60521NONE501(C)3 ORGUNRESTRICTED$5,000
LACASA NORTE
3533 W NORTH EVENUECHICAGOIL60647NONE501(C)3 ORGUNRESTRICTED$2,500
LAWG
2029 P ST NWSUITE 301WASHINGTONDC20036NONE201(C)3 ORGUNRESTRICTED$500
NATURE CONSERVANCY IN IL
8 SOUTH MICHIGAN AVENUESUITE 900CHICAGOIL60603NONE501(C)3 ORGUNRESTRICTED$5,000
PEER SERVICES
906 DAVIS STREETEVANSTONIL60202NONE501(C)3 ORGUNRESTRICTED$500
YOUTH JOBS CENTER
1114 CHURCH STREETEVANSTONIL60201NONE501(C)3 ORGUNRESTRICTED$500
UNIVERSITY OF ILLINOIS FOUNDATION
1305 WEST GREEN STREETURBANAIL61801NONE501(C)3 ORGUNRESTRICTED$7,250
IMPACT BEHAVIOR HEALTH
565 W HOWARD STREETEVANSTONIL60202NONE501(C)3 ORGUNRESTRICTED$1,000
VALLEY FOOD BANK
13422 SATICOY STREETNORTH HOLLYWOODCA91605NONE501(C)3 ORGUNRESTRICTED$1,000
FAMILY FOCUS
310 SOUTH PEORIASUITE 301CHICAGOIL60607NONE501(C)3 ORGUNRESTRICTED$500
NPCA SUNCOAST
4429 HOLLYWOOD BLVD814990HOLLYWOODFL33081NONE501(C)3 ORGUNRESTRICTED$4,000
GLOBE MED
1800 SHERMAN AVENUESUITE 3-000EVANSTONIL60201NONE501(C)3 ORGUNRESTRICTED$3,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$90,450TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$18,233ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$124,579ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$142,812ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$142,812TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonTOM HANSONContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line125 E SUPERIOR STREET APT 2501AddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60611ZIPCd
FieldValueIRS element (for citing)
Total Contributions$123,597TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
11640 SHS PARNASSUS ENDEAVOR FUND$99,9252021-06-29
1200 SHS AMERISOURCEBERGEN$23,6722021-06-17

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$1,500Amt
Net Investment Income$1,500NetInvestmentIncomeAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockMARKETABLE SECURITIESStockNm
EOY Book Value$477,458EOYBookValueAmt
EOYFMV$805,600EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
EXPENSES
FILING FEES$35$35
MISCELLANEOUS$38$38

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT MANAGEMENT - HARRIS BCategoryTxt
Amt$6,864Amt
Net Investment Income$6,864NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
FEDERAL INCOME TAX
FORIEGN TAX$56$56

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