HANSON FAMILY FOUNDATION INC: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
HANSON FAMILY FOUNDATION INC (EIN 13-3780362)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-06-26
IRS object ID
202001789349100010
Schema version
2019v5.1
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)
Return2020-06-26T09:45:19-05:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

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 Begin2019-01-01TaxPeriodBeginDt

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
Signature2020-06-15SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonPETER V RICCI CPAPreparerPersonNm
PTINP00000707PTIN
Phone2126955003PhoneNum
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$676,122FMVAssetsEOYAmt
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$7,575DividendsRevAndExpnssAmt
Dividends Net Invst Incm$7,575DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$5,790NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$14,583GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$5,790CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$13,365TotalRevAndExpnssAmt
Total Net Invst Incm$13,365TotalNetInvstIncmAmt
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$5,727OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$5,727OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Printing And Pub Rev And Expnss$160PrintingAndPubRevAndExpnssAmt
Printing And Pub Net Invst Incm$0PrintingAndPubNetInvstIncmAmt
Printing And Pub Dsbrs Chrtbl$160PrintingAndPubDsbrsChrtblAmt
Other Expenses Rev And Expnss$100OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$100OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$8,137TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$6,802TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,335TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$29,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$29,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$37,137TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$6,802TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$30,335TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$23,772ExcessRevenueOverExpensesAmt
Net Investment Income$6,563NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$27,745CashBOYAmt
Cash EOY$11,143CashEOYAmt
Cash EOYFMV$11,143CashEOYFMVAmt
Corporate Stock BOY$567,944CorporateStockBOYAmt
Corporate Stock EOY$559,151CorporateStockEOYAmt
Corporate Stock EOYFMV$664,979CorporateStockEOYFMVAmt
Total Assets BOY$595,689TotalAssetsBOYAmt
Total Assets EOY$570,294TotalAssetsEOYAmt
Total Assets EOYFMV$676,122TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$595,689CapitalStockBOYAmt
Capital Stock EOY$570,294CapitalStockEOYAmt
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$595,689TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$570,294TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$595,689TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$570,294TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$595,689TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$23,772ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$571,917SubtotalAmt
Other Decreases$1,623OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$570,294TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
235.516 SHS CHAMPLAIN SMALL COMP2018-06-222019-12-09$4,969$5,478-$509-$509
142.518 SHS NSTITUTIONAL SHARES2018-06-222019-12-11$3,001$3,315-$314-$314
CAPITAL GAINS DIVIDENDS$6,613$6,613$6,613P
FieldValueIRS element (for citing)
Capital Gain Net Income$5,790CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$34,100AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$654,899NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.052069DistributionYr1Rt
Adjusted Qlfy Distri Yr2$35,050AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$580,057NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.060425DistributionYr2Rt
Adjusted Qlfy Distri Yr3$21,186AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$138,532NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.152932DistributionYr3Rt
Adjusted Qlfy Distri Yr4$20,997AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$156,656NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.134033DistributionYr4Rt
Adjusted Qlfy Distri Yr5$21,810AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$175,514NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.124264DistributionYr5Rt
Total Distribution0.523723TotalDistributionRt
Average Distribution0.104745AverageDistributionRt
Net Vl Noncharitable Assets$643,372NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$67,390AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$66NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$67,456AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$30,335QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$131InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$131SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$131TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$840EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$840TotalPaymentsAndCreditsAmt
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
1194 W SHERWIN AVECHICAGOIL60626TREASURER0.25$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$629,920AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$23,250AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$653,170TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$653,170AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$9,798CashDeemedCharitableAmt
Net Vl Noncharitable Assets$643,372NetVlNoncharitableAssetsAmt
Minimum Investment Return$32,169MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$32,169MinimumInvestmentReturnAmt
Tax Based On Investment Income$131TaxBasedOnInvestmentIncomeAmt
Total Tax$131TotalTaxAmt
Distributable Before Adj$32,038DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$32,038DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$32,038DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$30,335ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$30,335QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$30,335AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$32,038DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$13,414ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$13,170ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$14,287ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$6,877ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$2,171ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$49,919TotalExcessDistributionCyovAmt
Qualifying Distributions$30,335QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$30,335AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$1,703ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$1,703ExcessDistributionCyovAppCYAmt
Total Corpus$48,216TotalCorpusAmt
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$11,711ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$36,505ExcessDistriCyovToNextYrAmt
Excess From Year4$13,170ExcessFromYear4Amt
Excess From Year3$14,287ExcessFromYear3Amt
Excess From Year2$6,877ExcessFromYear2Amt
Excess From Year1$2,171ExcessFromYear1Amt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (21 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$1,000
ALZHEIMER'S ASSOCIATION
225 N MICHIGAN AVECHICAGOIL60601NONEPUBLIC CHARITYGENERAL$3,000
CIRCLES AND CIPHERS
1545 WEST MORSE AVENUECHICAGOIL60626NONEPUBLIC CHARITYGENERAL$500
COALITION FOR THE HOMELESS
129 FULTON STNEW YORKNY10038NONEPUBLIC CHARITYGENERAL$1,000
ENVIRONMENTAL DEFENSE FUND
257 PARK AVENUE SOUTHNEW YORKNY10010NONEPUBLIC CHARITYGENERAL$2,000
FAITH IN PLACE
70 E LAKE ST STE 920CHICAGOIL60601NONEPUBLIC CHARITYGENERAL$500
GIVEWELL
182 HOWARD STREET 208SAN FRANCISCOCA94105NONEPUBLIC CHARITYGENERAL$1,000
GROWING HOME
2732 N CLARK STREETCHICAGOIL60604NONEPUBLIC CHARITYGENERAL$3,000
INTERNATIONAL CYSTINURIA FOUNDATION
302 BELVIEW COURTLONGMONTCO805014779NONEPUBLIC CHARITYGENERAL$2,000
LAKE STREET CHURCH
607 LAKE STREETEVANSTONIL60201NONEPUBLIC CHARITYGENERAL$1,000
LAMBDA LEGAL DEFENSE AND EDUCATION FUND
120 WALL STREET SUITE 1500NEW YORKNY10005NONEPUBLIC CHARITYGENERAL$1,000
NATIONAL RESOURCES DEFENSE COUNCIL
40 WEST 20TH STREETNEW YORKNY10011NONEPUBLIC CHARITYGENERAL$1,500
OXFAM AMERICA
26 WEST STREETBOSTONMA02111NONEPUBLIC CHARITYGENERAL$500
SIERRA CLUB ILLIOIS
70 E LAKE STREET SUITE 1500CHICAGOIL60601NONEPUBLIC CHARITYGENERAL$500
TETON REGIONAL LAND TRUST
PO BOX 247DRIGGSID83422NONEPUBLIC CHARITYGENERAL$3,000
THE ACTUARIAL FOUNDATION
475 NORTH MARTINGALE ROAD SUITE 600SCHAUMBURGIL601732226NONEPUBLIC CHARITYGENERAL$1,000
THE TED FUND
1825 ASBURY AVENUEEVANSTONIL60201NONEPUBLIC CHARITYGENERAL$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$29,000TotalGrantOrContriPdDurYrAmt
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$7,575ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$5,790ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$13,365ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$13,365TotalIncomeProducingActyAmt

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
ISHARES CORE TOTAL US BOND (AGG) MARKET ETF$134,426$139,002
ISHARES RUSSELL$72,841$116,865
JOHCM INTERNATIONAL SELECT FUND CLASS I$84,699$99,298
DRIEHAUS EMERGING MARKETS GROWTH FUND$40,000$48,896
POLEN GROWTH FUND INSTITUTIONAL CLASS$72,706$122,724
LYRICAL U.S. VALUE EQUITY FUND INSTITUTIONAL CLASS$85,000$78,931
CHAMPLAIN SMALL COMPANY FUND$69,479$59,263

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (3 entries)

DescDescAmtAmt
FEDERAL EXCISE TAX 12/31/2018$782
FEDERAL EXCISE TAX 12/31/2019 ESTIMATES$840
OTHER$1

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$5,727Amt
Net Investment Income$5,727NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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