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KURT AND JULIE HAUSER FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
KURT AND JULIE HAUSER FOUNDATION (EIN 20-5174415)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-09-09
IRS object ID
202122529349100607
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)
Return2021-09-09T08:06:47-05:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1FOUNDATION SOURCEBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1ONE HOLLOW LN STE 212AddressLine1Txt
CityLAKE SUCCESSCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11042ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN205174415EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1The Kurt and Julie Hauser FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% Foundation SourceInCareOfNm
Business Name ControlKURTBusinessNameControlTxt
Phone8008391754PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1Foundation Source 501 Silverside RdAddressLine1Txt
CityWilmingtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198091377ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonW KURT HAUSERPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone8008391754PhoneNum
Signature2021-08-21SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstW KURTPersonFirstNm
Person LastHAUSERPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJeffrey D HaskellPreparerPersonNm
PTINP01345770PTIN
Phone8008391754PhoneNum

Additional Filer Information AdditionalFilerInformation

FieldValueIRS element (for citing)
Trusted CustomerTrustedCustomerGrp
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$7,239,425FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$700,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$1,312InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$1,312InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$140,956DividendsRevAndExpnssAmt
Dividends Net Invst Incm$140,956DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$91,616NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$119,600GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$26,723OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$25,599OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$777,375TotalRevAndExpnssAmt
Total Net Invst Incm$167,867TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Taxes Rev And Expnss$1,400TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$37,019OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$37,019OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$38,419TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$37,019TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$273,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$273,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$311,419TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$310,019TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$465,956ExcessRevenueOverExpensesAmt
Net Investment Income$167,867NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$964,468SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$1,442,907SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$1,442,907SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$2,001,094USGovernmentObligationsBOYAmt
US Government Obligations EOY$2,001,094USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$2,007,187USGovtObligationsEOYFMVAmt
Corporate Stock BOY$2,690,034CorporateStockBOYAmt
Corporate Stock EOY$2,675,465CorporateStockEOYAmt
Corporate Stock EOYFMV$3,386,008CorporateStockEOYFMVAmt
Other Investments BOY$405,500OtherInvestmentsBOYAmt
Other Investments EOY$407,586OtherInvestmentsEOYAmt
Other Investments EOYFMV$403,323OtherInvestmentsEOYFMVAmt
Total Assets BOY$6,061,096TotalAssetsBOYAmt
Total Assets EOY$6,527,052TotalAssetsEOYAmt
Total Assets EOYFMV$7,239,425TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$6,061,096RetainedEarningBOYAmt
Retained Earning EOY$6,527,052RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$6,061,096TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$6,527,052TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$6,061,096TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$6,527,052TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$6,061,096TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$465,956ExcessRevenueOverExpensesAmt
Subtotal$6,527,052SubtotalAmt
Tot Net Ast Or Fund Balances EOY$6,527,052TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPublicly-traded SecuritiesPropertyDesc
Gross Sales Price$119,600GrossSalesPriceAmt
Cost Or Other Basis$211,211CostOrOtherBasisAmt
Gain Or Loss-$91,611GainOrLossAmt
Gains Minus Excess Or Losses-$91,611GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income-$91,611CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$2,333InvestmentIncomeExciseTaxAmt
Subtotal$2,333SubtotalAmt
Tax Based On Investment Income$2,333TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,402EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$20ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$2,422TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Overpayment$89OverpaymentAmt
Applied To ES Tax$89AppliedToESTaxAmt

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 StateDEOrgReportOrRegisterStateCd
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

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1Foundation SourceBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8008391754PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1501 Silverside Road Suite 123AddressLine1Txt
CityWilmingtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198091377ZIPCd
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
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
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 (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
Robin Hauser
Foundation Source 501 Silverside RdWilmingtonDE198091377Dir, Sec1.0$0$0$0
W Kurt Hauser
Foundation Source 501 Silverside RdWilmingtonDE198091377Pres, Dir, Treas1.0$0$0$0
Victoria Hauser Winnick
Foundation Source 501 Silverside RdWilmingtonDE198091377Dir1.0$0$0$0
Amy Knudsen
Foundation Source 501 Silverside RdWilmingtonDE198091377Dir1.0$0$0$0
Holland Reynolds
Foundation Source 501 Silverside RdWilmingtonDE198091377Dir1.0$0$0$0
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$5,049,267AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,155,623AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$403,323FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$6,608,213TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$6,608,213AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$99,123CashDeemedCharitableAmt
Net Vl Noncharitable Assets$6,509,090NetVlNoncharitableAssetsAmt
Minimum Investment Return$325,455MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$325,455MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,333TaxBasedOnInvestmentIncomeAmt
Total Tax$2,333TotalTaxAmt
Distributable Before Adj$323,122DistributableBeforeAdjAmt
Distributable Before Ded$323,122DistributableBeforeDedAmt
Distributable As Adjusted$323,122DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$310,019ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$310,019QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$310,019AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$323,122DistributableAsAdjustedAmt
Undistributed Income PY$289,372UndistributedIncomePYAmt
Prior Year12018PriorYear1Yr
Prior Year22017PriorYear2Yr
Prior Year32016PriorYear3Yr
Qualifying Distributions$310,019QualifyingDistributionsAmt
Applied To Year1$289,372AppliedToYear1Amt
Applied To Current Year$20,647AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Total Corpus$0TotalCorpusAmt
Undistributed Income CY$302,475UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt
Excess From Current Year$0ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerW Kurt HauserContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (47 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
10000 DEGREES
1401 LOS GAMOS DR STE 205SAN RAFAELCA94903N/APCGeneral & Unrestricted$2,500
AMYOTROPHIC LATERAL SCLEROSIS ASSOCIATION
PO BOX 565AGOURA HILLSCA91376N/APCCharitable Event$500
AMYOTROPHIC LATERAL SCLEROSIS ASSOCIATION
PO BOX 565AGOURA HILLSCA91376N/APCCharitable Event$1,000
AMYOTROPHIC LATERAL SCLEROSIS ASSOCIATION
PO BOX 565AGOURA HILLSCA91376N/APCin support of Fred Fisher and The Golden West Wheelers participation in the 2020 Napa Valley ride to defeat als and walk$1,000
ARIZONA STATE UNIVERSITY FOUNDATION FOR A NEW AMER
PO BOX 2260ATTN PAYROLL BENEFITSTEMPEAZ85281N/APCJose Cattani '89 Memorial Scholarship Fund at the thunderbird school of global management$1,000
BATTERY FOUNDATION
400 PACIFIC AVESAN FRANCISCOCA94133N/APCGeneral & Unrestricted$750
BELVEDERE-TIBURON LIBRARY FOUNDATION
PO BOX 483TIBURONCA94920N/APCHero Campaign$1,000
CALIFORNIA WATERFOWL ASSOCIATION
1346 BLUE OAKS BLVDROSEVILLECA95678N/APCLower Klamath NWR project$25,000
CENTER FOR YOUTH WELLNESS
3450 3RD ST BLDG 2 201SAN FRANCISCOCA94124N/APCGeneral & Unrestricted$500
CHALLENGED ATHLETES INC
9591 WAPLES STSAN DIEGOCA92121N/APCGeneral & Unrestricted$5,000
COLGATE UNIVERSITY Parents' Fund
13 OAK DRHAMILTONNY13346N/APCGeneral & Unrestricted$8,500
COLGATE UNIVERSITY Parents' Fund
13 OAK DRHAMILTONNY13346N/APCPresident's Club Gift fund$500
DIRECT RELIEF
6100 WALLACE BECKNELL RDSANTA BARBARACA93117N/APCGeneral & Unrestricted$5,000
EARTH ISLAND INSTITUTE INC
2150 ALLSTON WAY STE 460BERKELEYCA94704N/APCPlastic Pollution Coalition Program$2,500
ENTERTAINMENT INDUSTRY FOUNDATION
10880 WILSHIRE BLVD STE 1400LOS ANGELESCA90024N/APCKnow Your Rights Camp Fund$200
EXTRAFOOD ORG
907 SIR FRANCIS DRAKE BLVDKENTFIELDCA94904N/APCGeneral & Unrestricted$2,000
FEED MY STARVING CHILDREN
401 93RD AVE NWCOON RAPIDSMN55433N/APCGeneral & Unrestricted$250
FOOD BANK FOR NEW YORK CITY
39 BROADWAY 10TH FLNEW YORKNY10006N/APCin support of the virtual marathon$500
FRIENDS OF THE ROSS VALLEY ARTS
525 SAN ANSELMO AVESAN ANSELMOCA94960N/APCGeneral & Unrestricted$1,000
HOOVER INSTITUTION -STANFORD UNIVERSITY
434 GALVEZ MALL STANFORD UNIVERSISTANFORDCA94305N/APCGeneral & Unrestricted$50,000
JUMA VENTURES
131 STEUART STSAN FRANCISCOCA94105N/APCGeneral & Unrestricted$5,000
KAPPA KAPPA GAMMA FOUNDATION
6640 RIVERSIDE DR STE 200DUBLINOH43017N/APCGeneral & Unrestricted$1,500
LEUKEMIA & LYMPHOMA SOCIETY INC
3 INTERNATIONAL DR STE 200RYE BROOKNY10573N/APCGeneral & Unrestricted$3,000
LEUKEMIA & LYMPHOMA SOCIETY-GREATER SAN FRANCISCO
101 MONTGOMERY ST STE 750SAN FRANCISCOCA94104N/APCGeneral & Unrestricted$500
MARIN ART AND GARDEN CENTER
PO BOX 437ROSSCA94957N/APCGeneral & Unrestricted$2,500
MARIN OPEN STUDIOS
PO BOX 2786SAUSALITOCA94966N/APCArt scholarship fund$2,500
MILO FOUNDATION
PO BOX 6625ALBANYCA94706N/APCGeneral & Unrestricted$2,500
MISSION GRADUATES
3040 16TH STSAN FRANCISCOCA94103N/APCGeneral & Unrestricted$900
NAACP LEGAL DEFENSE AND EDUCATIONAL FUND INC
40 RECTOR ST 5TH FLNEW YORKNY10006N/APCGeneral & Unrestricted$400
NORTHERN LIGHT SCHOOL
3710 DORISA AVEOAKLANDCA94605N/APCGeneral & Unrestricted$40,000
ONCOLOGY NURSING FOUNDATION
125 ENTERPRISE DRPITTSBURGHPA15275N/APCGeneral & Unrestricted$5,000
PARK CITY PERFORMING ARTS FOUNDATION
PO BOX 1297PARK CITYUT84060N/APCGeneral & Unrestricted$1,000
REDWOOD HIGH SCHOOL FOUNDATION
395 DOHERTY DRLARKSPURCA94939N/APCRedwood Bark Newspaper Fund$500
SAN FRANCISCO UNIVERSITY HIGH SCHOOL
3065 JACKSON STSAN FRANCISCOCA94115N/APCscholarship fund, the cross country and track and field teams fund$500
SAN RAFAEL PUBLIC EDUCATION FOUNDATION
PO BOX 150157SAN RAFAELCA94915N/APCGeneral & Unrestricted$2,500
SCHOOL YEAR ABROAD INC
120 WATER STNORTH ANDOVERMA01845N/APCGeneral & Unrestricted$1,500
SCHOOL YEAR ABROAD INC
120 WATER STNORTH ANDOVERMA01845N/APCAnnual Fund$1,000
SCHOOL YEAR ABROAD INC
120 WATER STNORTH ANDOVERMA01845N/APCCapital Campaign$2,500
SCHOOL YEAR ABROAD INC
120 WATER STNORTH ANDOVERMA01845N/APCStudent Aid Fund$2,500
STANFORD UNIVERSITY
PO BOX 20466STANFORDCA94309N/APCW. Kurt Hauser Athletic Scholarship Fund$50,000
THE HILL SCHOOL
860 BEECH STPOTTSTOWNPA19464N/APCGeneral & Unrestricted$25,000
THE YOUNG CENTER FOR IMMIGRANT CHILDRENS RIGHTS
2245 S MICHIGAN AVECHICAGOIL60616N/APCGeneral & Unrestricted$2,500
THORN
1240 ROSECRANS AVE STE 120MANHATTAN BCHCA90266N/APCGeneral & Unrestricted$5,000
TIDES CENTER
PO BOX 399385SAN FRANCISCOCA94139N/APCWAKE Project$1,000
UNIVERSITY OF CALIFORNIA BERKELEY FOUNDATION
16 SPROUL HALL 1960BERKELEYCA94720N/APCGeneral & Unrestricted$1,000
UNIVERSITY OF CALIFORNIA BERKELEY FOUNDATION
16 SPROUL HALL 1960BERKELEYCA94720N/APCBerkeley Fund for Natural Resources$1,500
WOMENS REFUGEE COMMISSION INC
15 W 37TH ST 9TH FLNEW YORKNY10018N/APCGeneral & Unrestricted$2,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$273,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,312ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$140,956ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment Incm Part VIIOtherInvestmentIncmPartVIIGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$91,616ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Other Revenue Described OtherRevenueDescribedGrp (2 entries)

DescDescExclusionExclusionCdExclusionExclusionAmt
K-1 Inc/Loss14$25,599
Federal Tax Refund01$1,124

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$77,375ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$77,375TotalIncomeProducingActyAmt

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 (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionInd
Hauser Fam Revoc Living Trust 424
1336 BonAir Center 392GreenbraeCA94904$500,000Yes (X)
Hauser W Kurt
2336 BonAir Center 392GreenbraeCA94904$200,000Yes (X)

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (12 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
BANK OF AMERICA CORP$149,409$130,636
COHEN AND STEERS REALTY SHARES$241,899$233,556
INTEL CORP$43,040$99,640
ISHARES BARCLAYS TIPS BOND FUN$495,943$638,250
ISHARES HIGH DIVIDEND EQUITY F$196,609$219,175
ISHARES MSCI EMERGING MARKETS$391,766$478,431
ISHARES RUSSELL 2000$193,244$322,870
NIKE INC-CL B$21,568$226,352
PFIZER INC$50,531$65,816
SELECT SECTOR SPDR UTILITIES$210,454$313,500
SPDR BLOOMBERG BARCLAYS HYB ET$678,234$653,640
VIATRIS ORD SHS$2,768$4,142

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$2,001,094USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$2,007,187USGovtObligationsEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemRUBICON MORTGAGE FUND LLCCategoryOrItemTxt
Book Value$407,586BookValueAmt
EOYFMV$403,323EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Administrative Fees$31,994$31,994
State or Local Filing Fees$25$25
FOUNDATION DUES & MEMBERSHIPS$5,000$5,000

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
K-1 Inc/Loss RUBICON MORTGAGE FUND LLC$25,599$25,599
Federal Tax Refund$1,124

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
Category990-PF Estimated Tax for 2020CategoryTxt
Amt$1,400Amt

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