KURT AND JULIE HAUSER FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- KURT AND JULIE HAUSER FOUNDATION (EIN 20-5174415)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-07-13
- IRS object ID
- 202031959349100248
- 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
- Form 990-PF
- Schedule B
- Compensation Explanation
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-07-13T14:21:29-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Hollow Ln Ste 212 | AddressLine1Txt |
| City | Lake Success | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 205174415 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Kurt and Julie Hauser Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | KURT | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | W KURT HAUSER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2020-06-25 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 68.194.129.137 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 06391520201955000027 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2020-07-13 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | BC971FC33BAF52379132A0473611089A0DAEC697 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | D2746C13DFDED97F2954BEA0DC7B7E2EDF81EBF0 | 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 | $6,534,258 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $300,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $5,702 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $5,702 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $130,988 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $130,988 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $31,735 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $143,186 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $75,676 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $28,084 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $27,426 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $496,509 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $239,792 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Taxes Rev And Expnss | $1,198 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $40,436 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $40,436 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $41,634 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $40,436 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $264,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $264,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $306,134 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $304,936 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $190,375 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $239,792 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $2,714,190 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $964,468 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $964,468 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations EOY | $2,001,094 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $2,019,687 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $2,751,240 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,690,034 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,146,951 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $405,291 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $405,500 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $403,152 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $5,870,721 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,061,096 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,534,258 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $5,870,721 | RetainedEarningBOYAmt |
| Retained Earning EOY | $6,061,096 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,870,721 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,061,096 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,870,721 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,061,096 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,870,721 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $190,375 | ExcessRevenueOverExpensesAmt |
| Subtotal | $6,061,096 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $6,061,096 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $143,186 | GrossSalesPriceAmt |
| Cost Or Other Basis | $67,510 | CostOrOtherBasisAmt |
| Gain Or Loss | $75,676 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $75,676 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $75,676 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $302,225 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $5,994,122 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.05042 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $279,403 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $5,976,163 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.046753 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $265,635 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $5,545,915 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.047897 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $255,870 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $5,348,610 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.047839 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $212,229 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $5,140,597 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.041285 | DistributionYr5Rt |
| Total Distribution | 0.234194 | TotalDistributionRt |
| Average Distribution | 0.046839 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $6,364,137 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $298,090 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,398 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $300,488 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $304,936 | 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 | $2,398 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,398 | SubtotalAmt |
| Tax Based On Investment Income | $2,398 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,400 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $3,400 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $1,002 | OverpaymentAmt |
| Applied To ES Tax | $1,002 | AppliedToESTaxAmt |
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 | DE | 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 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | 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 | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| 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 (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Julianne Hauser | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, VP, Sec* | 1.0 | $0 | $0 | $0 |
| Robin Hauser | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, VP*, Sec | 1.0 | $0 | $0 | $0 |
| W Kurt Hauser | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Pres, Dir, Treas | 1.0 | $0 | $0 | $0 |
| Victoria Hauser Winnick | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, VP* | 1.0 | $0 | $0 | $0 |
| Amy Knudsen | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, VP* | 1.0 | $0 | $0 | $0 |
| Holland Reynolds | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 | $0 | $0 |
| 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 | $4,693,001 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,364,900 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $403,152 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,461,053 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,461,053 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $96,916 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,364,137 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $318,207 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $318,207 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,398 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,398 | TotalTaxAmt |
| Distributable Before Adj | $315,809 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $315,809 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $315,809 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $304,936 | 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 | $304,936 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $2,398 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $302,538 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $315,809 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $278,499 | UndistributedIncomePYAmt |
| Prior Year1 | 2017 | PriorYear1Yr |
| Prior Year2 | 2016 | PriorYear2Yr |
| Prior Year3 | 2015 | PriorYear3Yr |
| Qualifying Distributions | $304,936 | QualifyingDistributionsAmt |
| Applied To Year1 | $278,499 | AppliedToYear1Amt |
| Applied To Current Year | $26,437 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $289,372 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Julianne Hauser | ContributingManagerNm |
| Contributing Manager | W Kurt Hauser | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (43 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 10000 DEGREES | |||||||
| 1650 LOS GAMOS DR STE 110 | SAN RAFAEL | CA | 94903 | N/A | PC | General & Unrestricted | $5,000 |
| A I E S E C U S INC | |||||||
| 110 WALL ST | NEW YORK | NY | 10005 | N/A | PC | General & Unrestricted | $2,000 |
| AMYOTROPHIC LATERAL SCLEROSIS ASSOCIATION | |||||||
| PO BOX 565 | AGOURA HILLS | CA | 91376 | N/A | PC | General & Unrestricted | $1,000 |
| ARIZONA STATE UNIVERSITY FOUNDATION FOR A NEW AMER | |||||||
| 300 E UNIVERSITY DRATTN PAYROLL BEN | TEMPE | AZ | 85280 | N/A | PC | Jose Cattani Memorial Scholarship Fund | $1,000 |
| CALIFORNIA ALUMNI ASSOCIATION | |||||||
| UNIVERSITY OF CALIFORNIA | BERKELEY | CA | 94720 | N/A | PC | General & Unrestricted | $650 |
| CALIFORNIA FILM INSTITUTE | |||||||
| 1001 LOOTENS PL STE 220 | SAN RAFAEL | CA | 94901 | N/A | PC | General & Unrestricted | $5,500 |
| CALIFORNIA FIRE FOUNDATION | |||||||
| 1780 CREEKSIDE OAKS | SACRAMENTO | CA | 95833 | N/A | PC | 2019 California Wildfire Relief fund | $500 |
| CALIFORNIA PACIFIC MEDICAL CENTER FOUNDATION | |||||||
| PO BOX 7999 | SAN FRANCISCO | CA | 94120 | N/A | PC | General & Unrestricted | $25,000 |
| CALIFORNIA WATERFOWL ASSOCIATION | |||||||
| 1346 BLUE OAKS BLVD | ROSEVILLE | CA | 95678 | N/A | PC | General & Unrestricted | $10,000 |
| CENTER FOR REPRODUCTIVE RIGHTS INC | |||||||
| 199 WATER ST 22ND FL | NEW YORK | NY | 10038 | N/A | PC | General & Unrestricted | $350 |
| CENTER FOR YOUTH WELLNESS | |||||||
| 3450 3RD ST BLDG 2 201 | SAN FRANCISCO | CA | 94124 | N/A | PC | General & Unrestricted | $500 |
| CHALLENGED ATHLETES INC | |||||||
| 9591 WAPLES ST | SAN DIEGO | CA | 92121 | N/A | PC | General & Unrestricted | $5,000 |
| COLGATE UNIVERSITY Parents' Fund | |||||||
| 13 OAK DR | HAMILTON | NY | 13346 | N/A | PC | General & Unrestricted | $7,500 |
| DUCKS UNLIMITED | |||||||
| 1 WATERFOWL WAY | MEMPHIS | TN | 38120 | N/A | PC | General & Unrestricted | $10,000 |
| EARTH ISLAND INSTITUTE INC | |||||||
| 2150 ALLSTON WAY STE 460 | BERKELEY | CA | 94704 | N/A | PC | General & Unrestricted | $500 |
| EAST BAY COMMUNITY FOUNDATION | |||||||
| 200 FRANK H OGAWA PLZ | OAKLAND | CA | 94612 | N/A | PC | Northern Light School Fund | $1,000 |
| GLIDE MEMORIAL UNITED METHODIST CHURCH | |||||||
| 330 ELLIS ST | SAN FRANCISCO | CA | 94102 | N/A | PC | General & Unrestricted | $1,000 |
| INDEPENDENT WOMENS FORUM | |||||||
| 1875 I ST NW STE 500 | WASHINGTON | DC | 20006 | N/A | PC | General & Unrestricted | $10,000 |
| INTERNATIONAL DOCUMENTARY ASSOCIATION | |||||||
| 3470 WILSHIRE BLVD STE 980 | LOS ANGELES | CA | 90010 | N/A | PC | General & Unrestricted | $1,000 |
| JUMA VENTURES | |||||||
| 131 STEUART ST STE 201 | SAN FRANCISCO | CA | 94105 | N/A | PC | General & Unrestricted | $5,000 |
| KATHERINE DELMAR BURKE SCHOOL | |||||||
| 7070 CALIFORNIA ST | SAN FRANCISCO | CA | 94121 | N/A | PC | The Campaign for Girls | $1,000 |
| LEUKEMIA & LYMPHOMA SOCIETY-GREATER SAN FRANCISCO | |||||||
| 101 MONTGOMERY ST STE 750 | SAN FRANCISCO | CA | 94104 | N/A | PC | General & Unrestricted | $500 |
| MARIN ACADEMY | |||||||
| 1600 MISSION AVE | SAN RAFAEL | CA | 94901 | N/A | PC | General & Unrestricted | $7,000 |
| MARIN ART AND GARDEN CENTER | |||||||
| PO BOX 437 | ROSS | CA | 94957 | N/A | PC | General & Unrestricted | $1,000 |
| MISSION GRADUATES | |||||||
| 3040 16TH ST | SAN FRANCISCO | CA | 94103 | N/A | PC | General & Unrestricted | $500 |
| ONCOLOGY NURSING FOUNDATION | |||||||
| 125 ENTERPRISE DR | PITTSBURGH | PA | 15275 | N/A | PC | General & Unrestricted | $5,000 |
| REDWOOD HIGH SCHOOL FOUNDATION | |||||||
| 395 DOHERTY DR | LARKSPUR | CA | 94939 | N/A | PC | General & Unrestricted | $500 |
| SALISBURY SCHOOL INC | |||||||
| 251 CANAAN RD | SALISBURY | CT | 06068 | N/A | PC | General & Unrestricted | $50,000 |
| SAN FRANCISCO MUSEUM OF MODERN ART | |||||||
| 151 3RD ST | SAN FRANCISCO | CA | 94103 | N/A | PC | General & Unrestricted | $500 |
| SAN FRANCISCO UNIVERSITY HIGH SCHOOL | |||||||
| 3065 JACKSON ST | SAN FRANCISCO | CA | 94115 | N/A | PC | Summerbridge Scholarship fund | $500 |
| SAN RAFAEL HIGH SCHOOL BOOSTERS INCORPORATED | |||||||
| PO BOX 151203 | SAN RAFAEL | CA | 94915 | N/A | PC | to support the SRHS Art Boosters | $1,000 |
| SAN RAFAEL PUBLIC EDUCATION FOUNDATION | |||||||
| PO BOX 150157 | SAN RAFAEL | CA | 94915 | N/A | PC | General & Unrestricted | $5,000 |
| SCHOOL YEAR ABROAD INC | |||||||
| 120 WATER ST | NORTH ANDOVER | MA | 01845 | N/A | PC | General & Unrestricted | $2,500 |
| SCHOOL YEAR ABROAD INC | |||||||
| 120 WATER ST | NORTH ANDOVER | MA | 01845 | N/A | PC | Student Aid fund | $2,500 |
| STANFORD UNIVERSITY | |||||||
| PO BOX 20466 | STANFORD | CA | 94309 | N/A | PC | W. Kurt Hauser Athletic Scholarship Fund | $50,000 |
| SWIM ACROSS AMERICA INC | |||||||
| 11600 N COMMUNITY HOUSE RD STE | CHARLOTTE | NC | 28277 | N/A | PC | General & Unrestricted | $1,000 |
| THE HILL SCHOOL | |||||||
| 860 BEECH ST | POTTSTOWN | PA | 19464 | N/A | PC | General & Unrestricted | $25,000 |
| THE POSSE FOUNDATION INC | |||||||
| 14 WALL ST STE 8A60 | NEW YORK | NY | 10005 | N/A | PC | General & Unrestricted | $2,500 |
| THE YOUNG CENTER FOR IMMIGRANT CHILDRENS RIGHTS | |||||||
| 2245 S MICHIGAN AVE STE 301 | CHICAGO | IL | 60616 | N/A | PC | General & Unrestricted | $5,000 |
| THORN | |||||||
| 1240 ROSECRANS AVE STE 120 | MANHATTAN BCH | CA | 90266 | N/A | PC | General & Unrestricted | $4,000 |
| UNIVERSITY OF CALIFORNIA BERKELEY FOUNDATION | |||||||
| 1995 UNIVERSITY AVE STE 400 | BERKELEY | CA | 94704 | N/A | PC | General & Unrestricted | $1,000 |
| UNIVERSITY OF SOUTHERN CALIFORNIA | |||||||
| 3551 TROUSDALE PKWY ADM 160 | LOS ANGELES | CA | 90089 | N/A | PC | General & Unrestricted | $1,000 |
| WOMENS REFUGEE COMMISSION INC | |||||||
| 15 W 37TH ST NO 9TH FL | NEW YORK | NY | 10018 | N/A | PC | General & Unrestricted | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $264,500 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,702 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $130,988 | 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 | $31,735 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | K-1 Inc/Loss | Desc |
| Business | 525990 | BusinessCd |
| Unrelated Business Taxbl Incm | $658 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $27,426 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $658 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $195,851 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $196,509 | TotalIncomeProducingActyAmt |
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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| Hauser Fam Revoc Living Trust 424 | ||||||
| 1 | 336 BonAir Center 392 | Greenbrae | CA | 94904 | $200,000 | Yes (X) |
| Hauser W Kurt | ||||||
| 2 | 336 BonAir Center 392 | Greenbrae | CA | 94904 | $100,000 | Yes (X) |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp (4 entries)
| Short ExplanationShortExplanationTxt |
|---|
| Julianne Hauser |
| *REMOVED FROM POSITION IN 2019 |
| Robin Hauser |
| *REMOVED FROM POSITION IN 2019 |
| Victoria Hauser Winnick |
| *REMOVED FROM POSITION IN 2019 |
| Amy Knudsen |
| *REMOVED FROM POSITION IN 2019 |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (12 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BANK OF AMERICA CORP | $96,977 | $81,358 |
| COHEN AND STEERS REALTY SHARES | $231,227 | $240,490 |
| DYNEX CAPITAL INC REIT | $211,209 | $124,221 |
| INTEL CORP | $43,040 | $119,700 |
| ISHARES BARCLAYS TIPS BOND FUN | $495,943 | $582,850 |
| ISHARES HIGH DIVIDEND EQUITY F | $111,304 | $147,105 |
| ISHARES MSCI EMERGING MARKETS | $384,913 | $408,870 |
| ISHARES RUSSELL 2000 | $189,904 | $269,047 |
| NIKE INC-CL B | $21,568 | $162,096 |
| PFIZER INC | $15,260 | $30,874 |
| SELECT SECTOR SPDR UTILITIES | $210,454 | $323,100 |
| SPDR BLOOMBERG BARCLAYS HYB ET | $678,235 | $657,240 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $2,001,094 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $2,019,687 | USGovtObligationsEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | RUBICON MORTGAGE FUND LLC | CategoryOrItemTxt |
| Book Value | $405,500 | BookValueAmt |
| EOYFMV | $403,152 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Administrative Fees | $30,411 | $30,411 |
| State or Local Filing Fees | $25 | $25 |
| FOUNDATION DUES & MEMBERSHIPS | $10,000 | $10,000 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | K-1 Inc/Loss RUBICON MORTGAGE FUND LLC | Desc |
| Revenue And Expenses Per Books | $28,084 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $27,426 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF Estimated Tax for 2019 | $1,100 |
| 990-T Income Tax for 2018 | $98 |
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