KURT AND JULIE HAUSER FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- KURT AND JULIE HAUSER FOUNDATION (EIN 20-5174415)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-06-27
- IRS object ID
- 201911789349100751
- 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
- Form 990-PF
- Schedule B
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-06-27T14:35:09-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | 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 | 2018-01-01 | 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 | 2019-06-19 | 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 | 24.187.244.114 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 06391520191785000006 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2019-06-27 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 54CCAE8F7BC02385263C2CCCA723B6609AD4C170 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 78D185D94E59032E4B5D677F857013E059842DEA | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,922,070 | 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 | $250,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $13,052 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $13,052 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $110,416 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $110,416 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $68,997 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $173,127 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $68,997 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $29,359 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $27,838 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $471,824 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $220,303 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Taxes Rev And Expnss | $6,605 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $29,410 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $29,410 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $36,015 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $29,410 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $275,018 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $275,018 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $311,033 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $304,428 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $160,791 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $220,303 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $2,577,683 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,714,190 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,714,190 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,728,217 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,751,240 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,804,571 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $404,030 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $405,291 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $403,309 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $5,709,930 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,870,721 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,922,070 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $5,709,930 | RetainedEarningBOYAmt |
| Retained Earning EOY | $5,870,721 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,709,930 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,870,721 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,709,930 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,870,721 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,709,930 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $160,791 | ExcessRevenueOverExpensesAmt |
| Subtotal | $5,870,721 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $5,870,721 | 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 | $173,127 | GrossSalesPriceAmt |
| Cost Or Other Basis | $104,130 | CostOrOtherBasisAmt |
| Gain Or Loss | $68,997 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $68,997 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $68,997 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $279,403 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $5,976,163 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.046753 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $265,635 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $5,545,915 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.047897 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $255,870 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $5,348,610 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.047839 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $212,229 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $5,140,597 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.041285 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $201,644 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $4,459,378 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.045218 | DistributionYr5Rt |
| Total Distribution | 0.228992 | TotalDistributionRt |
| Average Distribution | 0.045798 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $5,994,122 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $274,519 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,203 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $276,722 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $304,428 | 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 | $2,203 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,203 | SubtotalAmt |
| Tax Based On Investment Income | $2,203 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,627 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $5,627 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $3,424 | OverpaymentAmt |
| Applied To ES Tax | $2,300 | AppliedToESTaxAmt |
| Refund | $1,124 | 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 | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| 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 (5 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 | 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 |
| 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 | $2,954,904 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,727,190 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $403,309 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,085,403 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,085,403 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $91,281 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,994,122 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $299,706 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $299,706 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,203 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $98 | IncomeTaxAmt |
| Total Tax | $2,301 | TotalTaxAmt |
| Distributable Before Adj | $297,405 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $297,405 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $297,405 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $304,428 | 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 | $304,428 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $2,203 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $302,225 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $297,405 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $285,522 | UndistributedIncomePYAmt |
| Prior Year1 | 2016 | PriorYear1Yr |
| Prior Year2 | 2015 | PriorYear2Yr |
| Prior Year3 | 2014 | PriorYear3Yr |
| Qualifying Distributions | $304,428 | QualifyingDistributionsAmt |
| Applied To Year1 | $285,522 | AppliedToYear1Amt |
| Applied To Current Year | $18,906 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $278,499 | 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 (33 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 |
| AMERICAN NATIONAL RED CROSS | |||||||
| 6921 MIDDLEBROOK PIKE | KNOXVILLE | TN | 37909 | N/A | PC | General & Unrestricted | $2,500 |
| AMERICAN WILD HORSE PRESERVATION CAMPAIGN | |||||||
| PO BOX 1733 | DAVIS | CA | 95617 | N/A | PC | General & Unrestricted | $1,000 |
| BATTERY FOUNDATION | |||||||
| 400 PACIFIC AVE | SAN FRANCISCO | CA | 94133 | N/A | PC | General & Unrestricted | $4,000 |
| CALIFORNIA FILM INSTITUTE | |||||||
| 1001 LOOTENS PL STE 220 | SAN RAFAEL | CA | 94901 | N/A | PC | General & Unrestricted | $5,000 |
| CALIFORNIA WATERFOWL ASSOCIATION | |||||||
| 1346 BLUE OAKS BLVD | ROSEVILLE | CA | 95678 | N/A | PC | General & Unrestricted | $10,000 |
| CHALLENGED ATHLETES INC | |||||||
| 9591 WAPLES ST | SAN DIEGO | CA | 92121 | N/A | PC | General & Unrestricted | $2,000 |
| CHAPMAN UNIVERSITY | |||||||
| 1 UNIVERSITY DR | ORANGE | CA | 92866 | N/A | PC | Chapman Fund Scholarship FUND | $2,018 |
| DUCKS UNLIMITED | |||||||
| 1 WATERFOWL WAY | MEMPHIS | TN | 38120 | N/A | PC | General & Unrestricted | $10,000 |
| FREE TO CHOOSE NETWORK | |||||||
| 2002 FILMORE AVE | ERIE | PA | 16506 | N/A | PC | General & Unrestricted | $10,000 |
| GREEN SCHOOLS ALLIANCE INC | |||||||
| 12619 HEMING LN | BOWIE | MD | 20716 | N/A | PC | General & Unrestricted | $1,000 |
| HOOVER INSTITUTION -STANFORD UNIVERSITY | |||||||
| 434 GALVEZ MALL | STANFORD | CA | 94305 | N/A | PC | General & Unrestricted | $50,000 |
| HOPALONG ANIMAL RESCUE | |||||||
| PO BOX 27507 | OAKLAND | CA | 94602 | N/A | PC | General & Unrestricted | $2,000 |
| HUMAN RIGHTS INITIATIVE OF NORTH TEXAS INC | |||||||
| 2801 SWISS AVE | DALLAS | TX | 75204 | N/A | PC | General & Unrestricted | $2,500 |
| INDEPENDENT WOMENS FORUM | |||||||
| 1875 I ST NW STE 500 | WASHINGTON | DC | 20006 | N/A | PC | General & Unrestricted | $10,000 |
| 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 | Scholarship FUND | $1,000 |
| LEUKEMIA & LYMPHOMA SOCIETY-GREATER SAN FRANCISCO | |||||||
| 101 MONTGOMERY ST STE 750 | SAN FRANCISCO | CA | 94104 | N/A | PC | General & Unrestricted | $1,000 |
| MARIN ACADEMY | |||||||
| 1600 MISSION AVE | SAN RAFAEL | CA | 94901 | N/A | PC | General & Unrestricted | $7,000 |
| NATURAL RESOURCE DEFENSE COUNCIL - LOS ANGELES REG | |||||||
| 1314 2ND ST | SANTA MONICA | CA | 90401 | N/A | PC | General & Unrestricted | $3,000 |
| NORTHERN LIGHT SCHOOL | |||||||
| 3710 DORISA AVE | OAKLAND | CA | 94605 | N/A | PC | Scholarship FUND | $1,500 |
| PACIFIC RESEARCH INSTITUTE FOR PUBLIC POLICY | |||||||
| 101 MONTGOMERY ST STE 1300 | SAN FRANCISCO | CA | 94104 | N/A | PC | General & Unrestricted | $5,000 |
| PLANNED PARENTHOOD FEDERATION OF AMERICA INC | |||||||
| 123 WILLIAMS ST 10TH FL | NEW YORK | NY | 10038 | N/A | PC | General & Unrestricted | $5,000 |
| PROTECTION AND EDUCATION RE ANIMALS CULTURE AND TH | |||||||
| 7319 VISTA DEL MAR AVE | LA JOLLA | CA | 92037 | N/A | PC | The school at Higuera Blanka under supervision of Marc Linskog | $25,000 |
| SCHOOL YEAR ABROAD INC | |||||||
| 120 WATER ST | NORTH ANDOVER | MA | 01845 | N/A | PC | General & Unrestricted | $5,000 |
| STANFORD UNIVERSITY | |||||||
| PO BOX 20466 | STANFORD | CA | 94309 | N/A | PC | General & Unrestricted | $10,000 |
| STANFORD UNIVERSITY | |||||||
| PO BOX 20466 | STANFORD | CA | 94309 | N/A | PC | W. Kurt Hauser Athletic Scholarship Fund | $50,000 |
| STANFORD UNIVERSITY GRADUATE SCHOOL OF BUSINESS | |||||||
| 518 MEMORIAL WAY RM S239 | STANFORD | CA | 94305 | N/A | PC | General & Unrestricted | $10,000 |
| SUMMER SEARCH | |||||||
| 101 HOWARD ST STE 250 | SAN FRANCISCO | CA | 94105 | N/A | PC | General & Unrestricted | $2,000 |
| THE HILL SCHOOL | |||||||
| 860 BEECH ST | POTTSTOWN | PA | 19464 | N/A | PC | General & Unrestricted | $25,000 |
| THE POSSE FOUNDATION INC - BAY AREA | |||||||
| 350 SANSOME ST STE 1000 | SAN FRANCISCO | CA | 94104 | N/A | PC | General & Unrestricted | $500 |
| UNIVERSITY OF CALIFORNIA BERKELEY FOUNDATION | |||||||
| 1995 UNIVERSITY AVE STE 400 | BERKELEY | CA | 94704 | N/A | PC | College of Letters and Sciences scholarship FUND | $1,000 |
| UNIVERSITY OF SOUTHERN CALIFORNIA | |||||||
| 3551 TROUSDALE PKWY ADM 160 | LOS ANGELES | CA | 90089 | N/A | PC | General & Unrestricted | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $275,018 | 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 | $13,052 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $110,416 | 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 | $68,997 | 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 | $1,521 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $27,838 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $1,521 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $220,303 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $221,824 | 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 | $50,000 | Yes (X) |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (15 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BANK OF AMERICA CORP | $96,977 | $56,918 |
| COHEN AND STEERS REALTY SHARES | $196,635 | $180,949 |
| CYPRESS SEMICONDUCTR | $22,533 | $64,808 |
| DYNEX CAPITAL INC REIT | $211,220 | $125,840 |
| GENERAL ELECTRIC CO | $59,083 | $22,710 |
| INTEL CORP | $43,040 | $93,860 |
| ISHARES BARCLAYS TIPS BOND FUN | $495,943 | $547,550 |
| ISHARES HIGH DIVIDEND EQUITY F | $111,304 | $126,570 |
| ISHARES MSCI EMERGING MARKETS | $373,860 | $346,141 |
| ISHARES RUSSELL 2000 | $186,544 | $214,564 |
| NIKE INC-CL B | $21,568 | $118,624 |
| PFIZER INC | $15,260 | $34,396 |
| SELECT SECTOR SPDR UTILITIES | $210,454 | $264,600 |
| SPDR BARCLAYS CAPITAL HYB ETF | $678,234 | $604,621 |
| SUNPOWER CORP | $28,585 | $2,420 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | RUBICON MORTGAGE FUND LLC | CategoryOrItemTxt |
| Book Value | $405,291 | BookValueAmt |
| EOYFMV | $403,309 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Administrative Fees | $29,385 | $29,385 |
| State or Local Filing Fees | $25 | $25 |
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 | $29,359 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $27,838 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF Estimated Tax for 2018 | $3,000 |
| 990-PF Extension for 2017 | $3,605 |
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