JACK & VIVIAN HANSON FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- JACK & VIVIAN HANSON FOUNDATION (EIN 13-7284202)
- Tax period
- 2019-07-01 to 2020-06-30
- Filed
- 2020-11-13
- IRS object ID
- 202013189349101281
- Schema version
- 2019v5.0
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-13T11:00:24-06:00 | ReturnTs |
| Tax Period End | 2020-06-30 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-07-01 | 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 | C/O FIDUCIARY TR CO INTL - 280 PARK | 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 | 2020-10-08 | SignatureDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 161.69.112.11 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 015D9F4987B9180F85AA8426A15EC514AF524A2D | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 4214E445A05D48CC279C38AAF2E41D1719BA28C6 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $7,180,123 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Dividends Rev And Expnss | $122,933 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $122,933 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $235,753 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,442,495 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $235,753 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $935 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $359,621 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $358,686 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $75,022 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $59,418 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $15,604 | 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 | $53 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $42 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $11 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $968 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $968 | 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 | $77,543 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $60,428 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $17,115 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $321,886 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $321,886 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $399,429 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $60,428 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $339,001 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$39,808 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $298,258 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $144,886 | CashBOYAmt |
| Cash EOY | $133,730 | CashEOYAmt |
| Cash EOYFMV | $133,730 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $227,500 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $899,000 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $899,000 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $3,247,218 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,519,551 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,186,365 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $868,846 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $896,359 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $961,028 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $4,488,450 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,448,640 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,180,123 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $4,488,450 | CapitalStockBOYAmt |
| Capital Stock EOY | $4,448,640 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,488,450 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,448,640 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,488,450 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,448,640 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,488,450 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$39,808 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $4,448,642 | SubtotalAmt |
| Other Decreases | $2 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,448,640 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (30 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 2800. BANK AMER CORP | 2018-06-25 | 2019-08-14 | $73,911 | $80,094 | -$6,183 | -$6,183 | |
| 500. ISHARES CORE S&P MID-CAP ETF | 2018-06-25 | 2019-08-14 | $92,099 | $98,685 | -$6,586 | -$6,586 | |
| 500. ISHARES RUSSELL 2000 VALUE ETF | 2017-12-08 | 2019-08-14 | $56,003 | $62,976 | -$6,973 | -$6,973 | |
| 300. ROCKWELL INTL CORP NEW | 2018-02-02 | 2019-08-14 | $44,169 | $58,946 | -$14,777 | -$14,777 | |
| 250. FEDEX CORP | 2017-04-12 | 2019-09-05 | $40,936 | $47,314 | -$6,378 | -$6,378 | |
| 666. DOW INC | 2015-01-09 | 2019-09-12 | $30,701 | $29,744 | $957 | $957 | |
| 750. HALLIBURTON CO | 2018-03-22 | 2019-09-12 | $14,808 | $35,022 | -$20,214 | -$20,214 | |
| 175. ISHARES IBOXX HIGH YIELD CRPRT BOND ETF | 2019-03-08 | 2019-11-26 | $15,216 | $14,856 | $360 | $360 | |
| 1560. ISHARES 3-7 YEAR TREASURY BOND ETF | 2019-03-08 | 2019-11-26 | $197,292 | $190,023 | $7,269 | $7,269 | |
| 100. ABBOTT LABS | 2017-03-20 | 2019-11-27 | $8,590 | $4,503 | $4,087 | $4,087 | |
| 80. ADOBE SYS INC | 2017-01-10 | 2019-11-27 | $24,689 | $8,694 | $15,995 | $15,995 | |
| 20. ALPHABET INC CLASS C | 2015-02-06 | 2019-11-27 | $26,299 | $10,622 | $15,677 | $15,677 | |
| 400. APPLE COMPUTER INC NPV | 2013-05-03 | 2019-11-27 | $106,332 | $26,056 | $80,276 | $80,276 | |
| 200. BLACKROCK INC | 2016-02-02 | 2019-11-27 | $98,083 | $47,407 | $50,676 | $50,676 | |
| 200. CHEVRONTEXACO CORP | 2016-02-02 | 2019-11-27 | $23,599 | $16,551 | $7,048 | $7,048 | |
| 325. DANAHER CORP. | 2016-10-11 | 2019-11-27 | $47,548 | $25,223 | $22,325 | $22,325 | |
| 500. EXXON MOBIL CORP | 2011-10-26 | 2019-11-27 | $34,377 | $40,019 | -$5,642 | -$5,642 | |
| 2000. PFIZER INC. R | 2016-06-22 | 2019-11-27 | $76,688 | $69,755 | $6,933 | $6,933 | |
| 500. CHUBB LTD | 2014-03-03 | 2019-11-27 | $75,901 | $48,338 | $27,563 | $27,563 | |
| 25. AMAZON COM INC | 2017-02-03 | 2019-12-03 | $44,188 | $20,295 | $23,893 | $23,893 | |
| . VIOXX CLASS ACTION PROCEEDS | 2020-02-04 | $278 | $278 | $278 | |||
| 666. DUPONT DE NEMOURS INC | 2015-01-09 | 2020-03-04 | $28,628 | $45,393 | -$16,765 | -$16,765 | |
| 400. BOEING CO | 2003-06-11 | 2020-03-26 | $73,213 | $13,972 | $59,241 | $59,241 | |
| .44 RAYTHEON TECHNOLOGIES CORP | 2017-01-26 | 2020-04-03 | $22 | $27 | -$5 | -$5 | |
| 1000. ROYAL DUTCH SHELL PLC SPONSORED | 2016-03-08 | 2020-04-30 | $33,489 | $47,865 | -$14,376 | -$14,376 | |
| 1500. SUNCOR ENERGY INC | 2018-03-22 | 2020-04-30 | $27,785 | $50,424 | -$22,639 | -$22,639 | |
| .8 ABBVIE INC | 2020-05-11 | 2020-05-11 | $67 | $67 | |||
| 300. ALLERGAN PLC | 2018-04-20 | 2020-05-11 | $57,798 | $47,886 | $9,912 | $9,912 | |
| 700. CHUBB LTD | 2014-03-03 | 2020-06-15 | $89,727 | $65,985 | $23,742 | $23,742 | |
| CAPITAL GAIN DIVIDENDS | $59 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $235,753 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $328,516 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $6,547,721 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.050173 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $313,383 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $6,490,630 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.048282 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $291,188 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $5,933,379 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.049076 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $291,504 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $5,876,422 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.049606 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $312,691 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $6,322,708 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.049455 | DistributionYr5Rt |
| Total Distribution | 0.246592 | TotalDistributionRt |
| Average Distribution | 0.049318 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $6,812,990 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $336,003 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,983 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $338,986 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $339,001 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $2,983 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,983 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,983 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $935 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $935 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $28 | EsPenaltyAmt |
| Tax Due | $2,076 | TaxDueAmt |
| Applied To ES Tax | $0 | 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 | $75,022 | 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 | $6,197,322 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $719,419 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,916,741 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,916,741 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $103,751 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,812,990 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $340,650 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $340,650 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,983 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,983 | TotalTaxAmt |
| Distributable Before Adj | $337,667 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $337,667 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $337,667 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $339,001 | 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 | $339,001 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $2,983 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $336,018 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $337,667 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $866 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $339,001 | QualifyingDistributionsAmt |
| Applied To Year1 | $866 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $337,667 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $468 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $468 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $468 | 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 | $468 | 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 | $225,320 |
| UAFMUSEUM OF ART | ||||||||
| C/O UNIV OF ARIZONA | PLANNED GIVING OFFICE | TUCSON | AZ | 857210109 | NONE | PUBLIC | GENERAL PURPOSES | $96,566 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $321,886 | 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 |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $122,933 | 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 Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $235,753 | 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 | $359,621 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $359,621 | 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 (NON-ALLOC | CategoryTxt |
| Amt | $1,500 | Amt |
| Disbursements Charitable Prps | $1,500 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (62 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOTT LABORATORIES | $63,039 | $128,002 |
| AMERICAN EXPRESS CO | $23,411 | $47,600 |
| APPLE INC | $51,611 | $291,840 |
| BLACKROCK INC | $44,018 | $136,023 |
| BOEING CO | ||
| CHEVRON CORP | $66,204 | $71,384 |
| COCA COLA CO | $49,503 | $89,360 |
| COMCAST CORP CL A | $21,565 | $109,144 |
| WALT DISNEY CO/THE | $56,596 | $78,057 |
| DOW CHEMICAL CO | ||
| EXXON MOBIL CORP | ||
| J P MORGAN CHASE & CO | $71,424 | $150,496 |
| JOHNSON & JOHNSON CO | $46,220 | $140,630 |
| LAM RESEARCH CORP | $25,364 | $145,557 |
| LOWES COS INC | $54,768 | $162,144 |
| MASTERCARD INC CL A | $58,687 | $221,775 |
| MERCK & CO INC | $63,779 | $154,660 |
| MICROSOFT CORP | $104,954 | $508,775 |
| MORGAN STANLEY | $48,020 | $48,300 |
| NESTLE S A SPONSORED ADR REPST | $45,939 | $66,264 |
| NIKE INC CL B | $24,070 | $98,050 |
| ROYAL DUTCH PLC ADR | ||
| TJX COS INC NEW | $68,329 | $101,120 |
| UNION PACIFIC CORP | $41,269 | $84,535 |
| ALLERGAN PLC | ||
| ALPHABET INC CLASS C | $67,953 | $183,769 |
| CHUBB LTD | ||
| ECOLAB INC | $55,103 | $99,475 |
| EOG RES INC | $26,800 | $20,264 |
| FACEBOOK INC CL A | $47,694 | $113,535 |
| MICROCHIP TECHNOLOGY INC | $43,528 | $105,310 |
| PFIZER INC | ||
| ADOBE SYSTEMS INC | $34,775 | $139,299 |
| AMAZON.COM INC | $75,477 | $262,088 |
| CONSTELLATION BRANDS INC CL A | $60,120 | $69,980 |
| DANAHER CORP | $52,386 | $119,360 |
| FEDEX CORP | ||
| RAYTHEON CO NEW | $42,708 | $43,134 |
| ROPER TECHNOLOGIES INC | $62,277 | $116,478 |
| SCHWAB CHARLES CORP NEW | ||
| USBANCORP DEL COM NEW | $61,382 | $47,866 |
| VERIZON COMMUNICATIONS | $51,255 | $55,130 |
| BANK OF AMERICA | ||
| FORTIVE CORP | $89,525 | $81,192 |
| HALLIBURTON CO | ||
| HONEYWELL INTL INC | $98,113 | $101,213 |
| NVIDIA CORP | $42,949 | $75,982 |
| ROCKWELL AUTOMATION INC | ||
| SUNCOR ENERGY INC | ||
| ISHARES CORE MSCI EAFE ETF | $137,956 | $114,320 |
| ISHARES CORE MSCI EMERGING MKT | $59,688 | $47,600 |
| ISHARES RUSSELL 2000 VALUE ETF | ||
| ISHARES TR S&P MIDCAP 400 INDE | ||
| ASTRAZENECA PLC SPONS ADR | $44,760 | $63,468 |
| DUPONT DE NEMOURS INC | ||
| UNITEDHEALTH GROUP INC | $71,467 | $88,485 |
| ABBVIE INC | $21,641 | $25,429 |
| AIR PRODUCTS & CHEMICALS INC | $30,081 | $31,390 |
| CHARLES SCHWAB CORP | $27,381 | $30,366 |
| CVS HEALTH CORP | $40,311 | $45,479 |
| REGENERON PHARMACEUTICALS INC | $73,812 | $155,913 |
| VERTEX PHARMACEUTICALS INC | $71,639 | $116,124 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 9727.626 FRANKLIN K2 ALTERNATI | AT COST | $102,450 | $112,683 |
| ISHARES INTERMEDIATE CREDIT BO | AT COST | $604,715 | $649,085 |
| ISHARES 3-7 YEAR TREASURY BOND | |||
| ISHARES IBOXX $ HIGH YIELD COR | |||
| ISHARES MBS ETF | AT COST | $189,194 | $199,260 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING | Desc |
| Amt | $2 | Amt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL EXCISE TAX REFUND | Desc |
| Revenue And Expenses Per Books | $935 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | OTHER EXPENSE (NON-DEDUCTIBLE | CategoryTxt |
| Amt | $53 | Amt |
| Net Investment Income | $42 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $11 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $771 | $771 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $124 | $124 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $73 | $73 | $0 |