HANSON FAMILY FOUNDATION INC: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
HANSON FAMILY FOUNDATION INC (EIN 13-3780362)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-05-10
IRS object ID
202111309349101171
Schema version
2020v4.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2021-05-10T13:32:09-05:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN131578842PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BUCHBINDER TUNICK & CO LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1ONE PENN PLAZA - SUITE 3500AddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP101193601ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN133780362EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE HANSON FAMILY FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlHANSBusinessNameControlTxt
Phone2126277320PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1CO F HANSON 380 W 12 ST NO AAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP100147218ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSARAH E HANSONPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone2126277320PhoneNum
Signature2021-04-28SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

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

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonPETER V RICCI CPAPreparerPersonNm
PTINP00000707PTIN
Phone2126955003PhoneNum
Preparation2021-04-28PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$745,261FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$7,060DividendsRevAndExpnssAmt
Dividends Net Invst Incm$7,060DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$8,285NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$163,444GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss-$1,225TotalRevAndExpnssAmt
Total Net Invst Incm$7,060TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$2,150AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,075AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$1,075AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$6,024OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$6,024OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Other Expenses Rev And Expnss$100OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$100OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$8,274TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$7,099TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,175TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$34,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$34,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$42,274TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$7,099TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$35,175TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$43,499ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$11,143CashBOYAmt
Cash EOY$31,219CashEOYAmt
Cash EOYFMV$31,219CashEOYFMVAmt
Corporate Stock BOY$559,151CorporateStockBOYAmt
Corporate Stock EOY$495,576CorporateStockEOYAmt
Corporate Stock EOYFMV$714,042CorporateStockEOYFMVAmt
Total Assets BOY$570,294TotalAssetsBOYAmt
Total Assets EOY$526,795TotalAssetsEOYAmt
Total Assets EOYFMV$745,261TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$570,294CapitalStockBOYAmt
Capital Stock EOY$526,795CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$0RetainedEarningBOYAmt
Retained Earning EOY$0RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$570,294TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$526,795TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$570,294TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$526,795TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$570,294TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$43,499ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$526,795SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$526,795TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)

PropertyPropertyDescAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
1700.68 SHS JOHCM INTERNATIONAL SELECT FUND CLASS I2018-07-232020-03-04$39,354$40,000-$646-$646
1238.495 SHS DRIEHAUS EMERGING MARKETS GROWTH FUND INSTITUTIONAL CLASS2017-05-052020-03-09$42,257$40,000$2,257$2,257
4806.977 SHS LYRICAL U.S. VALUE EQUITY FUND INTITUTIONAL CLASS2020-03-06$63,692$85,000-$21,308-$21,308
366.301 SHS JOHCM INTERNATIONAL SELECT FUND CLASS I2017-02-142020-03-04$8,476$6,729$1,747$1,747
CAPITAL GAINS DIVIDENDS$9,665$9,665$9,665P
FieldValueIRS element (for citing)
Capital Gain Net Income-$8,285CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$0SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$0TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$709EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$709TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$709OverpaymentAmt
Applied To ES Tax$709AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateNYOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksFREDRIC HANSONIndividualWithBooksNm
Phone2126277320PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1380 WEST 12TH STREET APT 6EAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP100147218ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmtAddress Line2USAddress/AddressLine2Txt
FREDRIC HANSON
380 WEST 12TH STREET APT 6ENEW YORKNY100147218PRESIDENT0.25$0$0$0
DIANA HANSON KASH
C/O FREDERIC HANSON 380 WEST 12THNEW YORKNY100147218VICE PRESIDENT/SECRETARY0.25$0$0$0STREET APT 6E
SARAH E HANSON
707 JUDSON AVENUEEVANSTONIL60202TREASURER0.25$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt
Expenses1$0Expenses1Amt
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$618,667AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$51,745AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$670,412TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$670,412AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$10,056CashDeemedCharitableAmt
Net Vl Noncharitable Assets$660,356NetVlNoncharitableAssetsAmt
Minimum Investment Return$33,018MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$33,018MinimumInvestmentReturnAmt
Total Tax$0TotalTaxAmt
Distributable Before Adj$33,018DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$33,018DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$33,018DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$35,175ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$35,175QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$35,175AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$33,018DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$13,170ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$14,287ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$6,877ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$2,171ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$36,505TotalExcessDistributionCyovAmt
Qualifying Distributions$35,175QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$33,018AppliedToCurrentYearAmt
Remaining Distri From Corpus$2,157RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$38,662TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$13,170ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$25,492ExcessDistriCyovToNextYrAmt
Excess From Year4$14,287ExcessFromYear4Amt
Excess From Year3$6,877ExcessFromYear3Amt
Excess From Year2$2,171ExcessFromYear2Amt
Excess From Current Year$2,157ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (19 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
350 VERMONT
255 S CHAMPLAIN ST SUITE 11BURLINGTONVT05401NONEPUBLIC CHARITYGENERAL$1,500
ALLIANCE FOR THE GREAT LAKES
150 N MICHIGAN AVE SUITE 700CHICAGOIL60601NONEPUBLIC CHARITYGENERAL$2,000
ALZHEIMER'S ASSOCIATION
225 N MICHIGAN AVECHICAGOIL60601NONEPUBLIC CHARITYGENERAL$1,000
CIRCLES AND CIPHERS
1545 WEST MORSE AVENUECHICAGOIL60626NONEPUBLIC CHARITYGENERAL$3,000
COALITION FOR RAINFOREST NATIONS SECRETARIAT
52 VANDERBILT AVENUE - FLOOR 14NEW YORKNY10017NONEPUBLIC CHARITYGENERAL$1,500
ENVIRONMENTAL DEFENSE FUND
257 PARK AVENUE SOUTHNEW YORKNY10010NONEPUBLIC CHARITYGENERAL$3,000
FAITH IN PLACE
70 E LAKE ST STE 920CHICAGOIL60601NONEPUBLIC CHARITYGENERAL$1,000
GROWING HOME
2732 N CLARK STREETCHICAGOIL60604NONEPUBLIC CHARITYGENERAL$3,000
INSIGHT MEDITATION SOCIETY
1230 PLEASANT STREETBARREMA01005NONEPUBLIC CHARITYGENERAL$1,000
INTERNATIONAL CYSTINURIA FOUNDATION
302 BELVIEW COURTLONGMONTCO805014779NONEPUBLIC CHARITYGENERAL$2,000
LAMBDA LEGAL DEFENSE AND EDUCATION FUND
120 WALL STREET SUITE 1500NEW YORKNY10005NONEPUBLIC CHARITYGENERAL$500
NATIONAL RESOURCES DEFENSE COUNCIL
40 WEST 20TH STREETNEW YORKNY10011NONEPUBLIC CHARITYGENERAL$1,500
SHARE OUR STRENGTH (NO KID HUNGRY)
1030 15TH STREET NW SUITE 1100 WWASHINGTONDC20005NONEPUBLIC CHARITYGENERAL$3,000
SIERRA CLUB ILLIOIS
70 E LAKE STREET SUITE 1500CHICAGOIL60601NONEPUBLIC CHARITYGENERAL$1,000
SUNRISE MOVEMENT
50 F STREET NW STE 700WASHINGTONDC20001NONEPUBLIC CHARITYGENERAL$1,000
TETON REGIONAL LAND TRUST
PO BOX 247DRIGGSID83422NONEPUBLIC CHARITYGENERAL$3,500
UNION OF CONCERNED SCIENTISTS
2 BRATTLE SQUARECAMBRIDGEMA021383780NONEPUBLIC CHARITYGENERAL$3,000
VALLEY ADVOCATES FOR RESPONSIBLE DEVELOPMENT (VARD)
PO BOX 1164DRIGGSID83422NONEPUBLIC CHARITYGENERAL$500
YOUTH ORGANIZATION UMBRELLA (YOU)
1027 SHERMAN AVENUEEVANSTONIL60202NONEPUBLIC CHARITYGENERAL$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$34,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$7,060ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$8,285ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion-$1,225ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty-$1,225TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryBUCHBINDER TUNICK & COCategoryTxt
Amt$2,150Amt
Net Investment Income$1,075NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,075DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (7 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
CHAMPLAIN SMALL COMPANY FUND$69,479$69,449
DISNEY WALT CO DISNEY COM$17,065$24,459
HARBOR LARGE CAP VALUE FUND INSTITUTIONAL CLASS$68,584$84,140
ISHARES CORE TOTAL US BOND (AGG) MARKET ETF$134,426$146,201
ISHARES RUSSELL$72,841$138,755
JOHCM INTERNATIONAL SELECT FUND CLASS I$60,475$89,587
POLEN GROWTH FUND INSTITUTIONAL CLASS$72,706$161,451

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescCHAR 500 FILING FEESDesc
Revenue And Expenses Per Books$100RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$100DisbursementsCharitablePrpsAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT MANAGEMENT FEESCategoryTxt
Amt$6,024Amt
Net Investment Income$6,024NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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