HANSON FAMILY FOUNDATION INC: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
HANSON FAMILY FOUNDATION INC (EIN 13-3780362)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-05-14
IRS object ID
201931349349102938
Schema version
2018v3.1
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)
Return2019-05-14T14:14:45-05:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

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 Begin2018-01-01TaxPeriodBeginDt

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 Line1C/O F HANSON 380 W 12 ST NO APT 6EAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP100147218ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSARAH E HANSONPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone2126277320PhoneNum
Signature2019-05-10SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonPETER V RICCI CPAPreparerPersonNm
PTINP00000707PTIN
Phone2126955003PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address148.77.69.130IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-05-10IPDt
IP Tm14:38:07IPTm
IP TimezoneEDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdB80DC83FB483F39686493E2652353CF8697F93B9AtSubmissionCreationDeviceId
At Submission Filing Device IdA07687797F4D5480B2FFB0F884C34DDC76E95D2BAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2020-01-14 16:20:31ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$586,530FMVAssetsEOYAmt
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$9,236DividendsRevAndExpnssAmt
Dividends Net Invst Incm$9,236DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$40,019NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$169,540GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$40,019CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$49,255TotalRevAndExpnssAmt
Total Net Invst Incm$49,255TotalNetInvstIncmAmt
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$2,845AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$2,845AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$5,593OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$5,593OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Other Expenses Rev And Expnss$100OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$100OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$8,538TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$8,438TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$100TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$34,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$34,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$42,538TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$8,438TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$34,100TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$6,717ExcessRevenueOverExpensesAmt
Net Investment Income$40,817NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$19,746CashBOYAmt
Cash EOY$27,745CashEOYAmt
Cash EOYFMV$27,745CashEOYFMVAmt
Corporate Stock BOY$569,354CorporateStockBOYAmt
Corporate Stock EOY$567,944CorporateStockEOYAmt
Corporate Stock EOYFMV$558,785CorporateStockEOYFMVAmt
Total Assets BOY$589,100TotalAssetsBOYAmt
Total Assets EOY$595,689TotalAssetsEOYAmt
Total Assets EOYFMV$586,530TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$589,100CapitalStockBOYAmt
Capital Stock EOY$595,689CapitalStockEOYAmt
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$589,100TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$595,689TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$589,100TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$595,689TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$589,100TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$6,717ExcessRevenueOverExpensesAmt
Other Increases$28OtherIncreasesAmt
Subtotal$595,845SubtotalAmt
Other Decreases$156OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$595,689TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)

PropertyPropertyDescAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
423.012 SHS CHAMPLAIN SMALL COMP2018-06-222018-07-23$9,975$9,839$136$136
110.988 SHS POLEN GROWTH FUND2017-02-172018-10-29$2,957$2,294$663$663
94 SHS ISHARES TR CORE2013-02-222018-07-23$9,955$10,389-$434-$434
128 SHS ISHARES TR2014-12-152018-07-23$20,003$14,234$5,769$5,769
923.788 SHS JOHCM INTERNATIONAL SELECT FUND CLASS I2017-02-142018-12-03$20,296$16,970$3,326$3,326
3,873.037 SHS VAUGHAN NELSON VALUE OPPORTUNITY FUND CLASS Y2017-02-142018-06-22$88,460$75,795$12,665$12,665
CAPITAL GAINS DIVIDENDS$17,894$17,894$17,894P
FieldValueIRS element (for citing)
Capital Gain Net Income$40,019CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$35,050AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$580,057NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.060425DistributionYr1Rt
Adjusted Qlfy Distri Yr2$21,186AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$138,532NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.152932DistributionYr2Rt
Adjusted Qlfy Distri Yr3$20,997AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$156,656NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.134033DistributionYr3Rt
Adjusted Qlfy Distri Yr4$21,810AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$175,514NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.124264DistributionYr4Rt
Adjusted Qlfy Distri Yr5$23,423AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$179,464NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.130516DistributionYr5Rt
Total Distribution0.602170TotalDistributionRt
Average Distribution0.120434AverageDistributionRt
Net Vl Noncharitable Assets$654,899NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$78,872AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$408NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$79,280AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$34,100QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$816InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$816SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$816TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$65EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$65TotalPaymentsAndCreditsAmt
Es Penalty$31EsPenaltyAmt
Tax Due$782TaxDueAmt

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$651,995AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$12,877AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$664,872TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$664,872AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$9,973CashDeemedCharitableAmt
Net Vl Noncharitable Assets$654,899NetVlNoncharitableAssetsAmt
Minimum Investment Return$32,745MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$32,745MinimumInvestmentReturnAmt
Tax Based On Investment Income$816TaxBasedOnInvestmentIncomeAmt
Total Tax$816TotalTaxAmt
Distributable Before Adj$31,929DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$31,929DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$31,929DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$34,100ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$34,100QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$34,100AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$31,929DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$14,642ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$13,414ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$13,170ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$14,287ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$6,877ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$62,390TotalExcessDistributionCyovAmt
Qualifying Distributions$34,100QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$31,929AppliedToCurrentYearAmt
Remaining Distri From Corpus$2,171RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$64,561TotalCorpusAmt
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$14,642ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$49,919ExcessDistriCyovToNextYrAmt
Excess From Year4$13,414ExcessFromYear4Amt
Excess From Year3$13,170ExcessFromYear3Amt
Excess From Year2$14,287ExcessFromYear2Amt
Excess From Year1$6,877ExcessFromYear1Amt
Excess From Current Year$2,171ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (20 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
350 VERMONT
255 S CHAMPLAIN ST SUITE 11BURLINGTONVT05401NONEPUBLIC CHARITYGENERAL$2,000
ALLIANCE FOR THE GREAT LAKES
150 N MICHIGAN AVE SUITE 700CHICAGOIL60601NONEPUBLIC CHARITYGENERAL$1,000
ALZHEIMER'S ASSOCIATION
225 N MICHIGAN AVECHICAGOIL60601NONEPUBLIC CHARITYGENERAL$1,000
COALITION FOR THE HOMELESS
129 FULTON STNEW YORKNY10038NONEPUBLIC 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$4,500
INFANT WELFARE SOCIETY OF EVANSTON
2200 MAIN STREETEVANSTONIL60202NONEPUBLIC CHARITYGENERAL$2,500
INSIGHT MEDITATION SOCIETY
1230 PLEASANT STREETBARREMA01005NONEPUBLIC CHARITYGENERAL$1,000
INTERNATIONAL CYSTINURIA FOUNDATION
302 BELVIEW COURTLONGMONTCO805014779NONEPUBLIC CHARITYGENERAL$1,000
LAMBDA LEGAL DEFENSE AND EDUCATION FUND
120 WALL STREET SUITE 1500NEW YORKNY10005NONEPUBLIC CHARITYGENERAL$1,000
LEVELING THE PLAYING FIELD
6001 MONTROSE ROAD STE 711ROCKVILLEMD20852NONEPUBLIC CHARITYGENERAL$2,000
NATIONAL RESOURCES DEFENSE COUNCIL
40 WEST 20TH STREETNEW YORKNY10011NONEPUBLIC CHARITYGENERAL$2,000
OXFAM AMERICA
26 WEST STREETBOSTONMA02111NONEPUBLIC CHARITYGENERAL$1,000
SIERRA CLUB ILLIOIS
70 E LAKE STREET SUITE 1500CHICAGOIL60601NONEPUBLIC CHARITYGENERAL$500
TETON REGIONAL LAND TRUST
PO BOX 247DRIGGSID83422NONEPUBLIC CHARITYGENERAL$4,000
THE TED FUND
1825 ASBURY AVENUEEVANSTONIL60201NONEPUBLIC CHARITYGENERAL$500
UNITED CHURCH OF ROGERS PARK
1545 WEST MORSE AVENUECHICAGOIL60626NONEPUBLIC CHARITYGENERAL$4,500
VALLEY ADVOCATES FOR RESPONSIBLE DEVELOPMENT (VARD)
PO BOX 1164DRIGGSID83422NONEPUBLIC CHARITYGENERAL$1,000
YOUTH ORGANIZATION UMBRELLA (YOU)
1027 SHERMAN AVENUEEVANSTONIL60202NONEPUBLIC CHARITYGENERAL$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$34,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$9,236ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$40,019ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$49,255ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$49,255TotalIncomeProducingActyAmt

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$2,845Amt
Net Investment Income$2,845NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (7 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ISHARES CORE TOTAL US BOND (AGG) MARKET ETF$134,426$131,728
ISHARES RUSSELL$72,841$90,842
JOHCM INTERNATIONAL SELECT FUND CLASS I$84,699$84,209
DRIEHAUS EMERGING MARKETS GROWTH FUND$40,000$39,335
POLEN GROWTH FUND INSTITUTIONAL CLASS$72,706$89,484
LYRICAL U.S. VALUE EQUITY FUND INSTITUTIONAL CLASS$85,000$65,711
CHAMPLAIN SMALL COMPANY FUND$78,272$57,476

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescFORIEGN TAX PAIDDesc
Amt$156Amt

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 Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescOTHERDesc
Amt$28Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT MANAGEMENT FEESCategoryTxt
Amt$5,593Amt
Net Investment Income$5,593NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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