ROBERT E HANSEN FAMILY FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- ROBERT E HANSEN FAMILY FOUNDATION (EIN 76-0259279)
- Tax period
- 2017-09-01 to 2018-08-31
- Filed
- 2019-01-09
- IRS object ID
- 201920099349100202
- Schema version
- 2017v2.3
- 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
- Gain Loss Sale Other Assets Sch
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-01-09T09:55:50-06:00 | ReturnTs |
| Tax Period End | 2018-08-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 391983077 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INGE ALVERSON BACON CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 253 N 1ST AVE STOP 1 | AddressLine1Txt |
| City | STURGEON BAY | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 542352500 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-09-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 760259279 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ROBERT E HANSEN | BusinessNameLine1Txt |
| Business Name Line2 | FAMILY FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ROBE | BusinessNameControlTxt |
| Phone | 9204210923 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O INGE BACON 253 N 1ST AVE | AddressLine1Txt |
| City | STURGEON BAY | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54235 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALEXANDER E HANSEN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Signature | 2019-01-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | INGE ALVERSON BACON | PreparerPersonNm |
| PTIN | P01238087 | PTIN |
| Phone | 9204210923 | PhoneNum |
| Preparation | 2019-01-08 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 167.68.16.49 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-01-09 | IPDt |
| IP Tm | 09:55:50 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 0BB837DB6F385191FFF42EB654D419ADC5B15E8F | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 47DC89AE433FDF5CB464A57D31CCF99CDCF29FE1 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | 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 | $1,816,004 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $111 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $111 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $111 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $35,365 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $35,365 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $35,365 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $42,434 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $306,344 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $5,067 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $77,910 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $40,543 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $35,476 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $1,289 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $8,807 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $8,807 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $8,807 | OtherProfFeesAdjNetIncmAmt |
| Taxes Rev And Expnss | $429 | TaxesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $10,525 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $8,807 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $8,807 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $40,080 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $40,080 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $50,605 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $8,807 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $8,807 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $40,080 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $27,305 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $31,736 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $26,669 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $117,346 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $92,133 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $92,133 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,194,005 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,206,862 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,590,323 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $94,790 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $133,548 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $133,548 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $480 | OtherAssetsBOYAmt |
| Other Assets EOY | $451 | OtherAssetsEOYAmt |
| Total Assets BOY | $1,406,621 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,432,994 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,816,004 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $1,406,621 | UnrestrictedBOYAmt |
| Unrestricted EOY | $1,432,994 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,406,621 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,432,994 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,406,621 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,432,994 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,406,621 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $27,305 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,433,926 | SubtotalAmt |
| Other Decreases | $932 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,432,994 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $5,067 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $48,484 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,599,673 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.030309 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $49,910 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,499,699 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.033280 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $40,550 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,598,606 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.025366 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $50,634 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,521,152 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.033287 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $211,505 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,395,657 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.151545 | DistributionYr5Rt |
| Total Distribution | 0.273787 | TotalDistributionRt |
| Average Distribution | 0.054757 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,769,905 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $96,915 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $317 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $97,232 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $40,080 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $635 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $635 | SubtotalAmt |
| Tax Based On Investment Income | $635 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $460 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $180 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $640 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $5 | EsPenaltyAmt |
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 | TX | 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 |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INGE BACON | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9204210923 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 253 N 1ST AVE | AddressLine1Txt |
| City | STURGEON BAY | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54235 | 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 |
| 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 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 | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| REBECCA HANSEN | |||||||||
| 8 CARDINAL DR | ITHACA | NY | 14850 | SECY & ASST | 000.00 | $0 | $0 | $0 | |
| ALEXANDER E HANSEN | |||||||||
| 3463 VOSBURG ST | PASADENA | CA | 91107 | PRESIDENT | 000.00 | $0 | $0 | $0 | |
| LAURIE H SAXTON | |||||||||
| 506 CEDAR HILL DR | SAN RAFAEL | CA | 94903 | VP & ASST TR | 000.00 | $0 | $0 | $0 | |
| MARJORIE S SCHULTZ | |||||||||
| 3401 LOUISIANA ST | HOUSTON | TX | 77002 | ASST SECRETA | 000.00 | $0 | $0 | $0 | SUITE 380 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE FOUNDATION HAS NO DIRECT CHARITABLE ACTIVITIES. EXPENDITURES ARE IN THE FORM OF DONATIONS TO INDIVIDUAL CHARITIES OVER WHICH THE FOUNDATION HAS NO CONTROL. | Description1Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,700,297 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $96,561 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,796,858 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $1,796,858 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $26,953 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,769,905 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $88,495 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $88,495 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $635 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $635 | TotalTaxAmt |
| Distributable Before Adj | $87,860 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $87,860 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $87,860 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $40,080 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $40,080 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $40,080 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $87,860 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $143,112 | ExcessDistributionCyovYr5Amt |
| Total Excess Distribution Cyov | $143,112 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $40,080 | QualifyingDistributionsAmt |
| Applied To Current Year | $40,080 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $47,780 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $47,780 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $95,332 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $95,332 | ExcessDistriCyovFromYr5Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (56 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| ACLU FOUNDATION | ||||||||
| 125 BROAD ST 18TH FLOOR | 125 BROAD ST 18TH FLOOR | NEW YORK | NY | 10004 | NONE | PUBLIC | SOCIAL JUSTICE | $100 |
| ALZHEIMERS GREATER LA | ||||||||
| 4221 WILSHIRE BLVD 400 | 4221 WILSHIRE BLVD 400 | LOS ANGELES | CA | 90010 | NONE | PUBLIC | WELLNESS | $250 |
| BOYS & GIRLS CLUB OF DOOR COUNTY | ||||||||
| 55 S 3RD AVE | 55 S 3RD AVE | STURGEON BAY | WI | 54235 | NONE | PUBLIC | EDUCATION | $10,000 |
| BRYN MAWR COLLEGE | ||||||||
| 101 N MERION AVE | 101 N MERION AVE | BRYN MAWR | PA | 19010 | NONE | PUBLIC | EDUCATION | $10,000 |
| CA STATE PARKS FOUNDATION | ||||||||
| 50 FRANCISCO ST 110 | 50 FRANCISCO ST 110 | SAN FRANCISCO | CA | 94133 | NONE | PUBLIC | NATURE PRESERVATION | $100 |
| CARE | ||||||||
| 1825 I STREET NW SUITE 3 | 1825 I STREET NW SUITE 3 | WASHINGTON | DC | 20006 | NONE | PUBLIC | ANTI-POVERTY | $500 |
| CARLTON COLLEGE | ||||||||
| 1 NORTH COLLEGE ST | 1 NORTH COLLEGE ST | NORTHFIELD | MN | 55057 | NONE | PUBLIC | EDUCATION | $50 |
| CORNELL UNIVERSITY | ||||||||
| 130 E SENECA ST SUITE 40 | 130 E SENECA ST SUITE 40 | ITHACA | NY | 14850 | NONE | PUBLIC | EDUCATION | $1,000 |
| DOCTORS WITHOUT BORDERS | ||||||||
| 333 7TH AVENUE 2ND FLOOR | 333 7TH AVENUE 2ND FLOOR | NEW YORK | NY | 10001 | NONE | PUBLIC | WORLD HEALTH | $500 |
| EARTHJUSTICE | ||||||||
| 50 CALIFORNIA ST SUITE 5 | 50 CALIFORNIA ST SUITE 5 | SAN FRANCISCO | CA | 94111 | NONE | PUBLIC | NATURE PRESERVATION | $150 |
| ENVIRONMENT CA RESEARCH & POLI | ||||||||
| 3435 WILSHIRE BLVD SUITE | 3435 WILSHIRE BLVD SUITE | LOS ANGELES | CA | 90010 | NONE | PUBLIC | ENVIRONMENT | $100 |
| ENVIRONMENTAL DEFENSE FUND | ||||||||
| 257 PARK AVENUE SOUTH | 257 PARK AVENUE SOUTH | NEW YORK | NY | 10010 | NONE | PUBLIC | ENVIRONMENT | $250 |
| FEEDING AMERICA | ||||||||
| 35 EAST WACKER DR SUITE | 35 EAST WACKER DR SUITE | CHICAGO | IL | 60601 | NONE | PUBLIC | ANTI-POVERTY | $250 |
| HABITAT FOR HUMANITY | ||||||||
| 410 N 14TH AVENUE | 410 N 14TH AVENUE | STURGEON BAY | WI | 54235 | NONE | PUBLIC | ANTI-POVERTY | $500 |
| HATHAWAY SYCAMORES CHILD & FAM SERV | ||||||||
| 210 S DELACEY AVENUE | 210 S DELACEY AVENUE | PASADENA | CA | 91105 | NONE | PUBLIC | MENTAL HEALTH & WELFARE | $250 |
| HEIFER INTERNATIONAL | ||||||||
| 1 WORLD AVENUE | 1 WORLD AVENUE | LITTLE ROCK | AR | 72202 | NONE | PUBLIC | ANTI-POVERTY | $500 |
| HUNTINGTON LIBRARY | ||||||||
| 1151 OXFORD RD | 1151 OXFORD RD | SAN MARINO | CA | 91108 | NONE | PUBLIC | EDUCATION | $630 |
| KCET | ||||||||
| PO BOX 469028 | PO BOX 469028 | ESCONDIDO | CA | 92046 | NONE | PUBLIC | PUBLIC MEDIA | $200 |
| KCRW | ||||||||
| 1900 PICO BLVD | 1900 PICO BLVD | SANTA MONICA | CA | 90405 | NONE | PUBLIC | PUBLIC MEDIA | $200 |
| KQED | ||||||||
| 2601 MARIPOSA ST | 2601 MARIPOSA ST | SAN FRANCISCO | CA | 94111 | NONE | PUBLIC | PUBLIC MEDIA | $150 |
| KUSC | ||||||||
| PO BOX 7913 | PO BOX 7913 | LOS ANGELES | CA | 94110 | NONE | PUBLIC | PUBLIC MEDIA | $200 |
| LA MISSION | ||||||||
| 303 EAST 5TH ST | 303 EAST 5TH ST | LOS ANGELES | CA | 90060 | NONE | PUBLIC | ANTI-POVERTY | $500 |
| LA SALLE HIGH SCHOOL | ||||||||
| 3880 E SIERRA MADRE BLVD | 3880 E SIERRA MADRE BLVD | PASADENA | CA | 91107 | NONE | PUBLIC | EDUCATION | $1,000 |
| LAKE AVENUE COMMUNITY FOUNDATION | ||||||||
| 712 E VILLA ST | 712 E VILLA ST | PASADENA | CA | 91101 | NONE | PUBLIC | EDUCATIONAL SUPPORT | $500 |
| LOS ANGELES LGBT CENTER | ||||||||
| 1625 N SCHRADER BLVD | 1625 N SCHRADER BLVD | LOS ANGELES | CA | 90028 | NONE | PUBLIC | HEALTH & SOCIAL SERVICES | $250 |
| MADD | ||||||||
| 511 E JOHN CARPENTER FREE | 511 E JOHN CARPENTER FREE | IRVING | TX | 75062 | NONE | PUBLIC | HEALTH & SOCIAL SERVICES | $250 |
| MERCY SHIPS | ||||||||
| PO BOX 2020 | PO BOX 2020 | GARDEN VALLEY | TX | 75771 | NONE | PUBLIC | WORLD HEALTH | $500 |
| MOVE TO AMEND EDUCATION FUND | ||||||||
| PO BOX 188617 | PO BOX 188617 | SACRAMENTO | CA | 95818 | NONE | PUBLIC | EDUCATION | $150 |
| NATIONAL LGTBTQ TASK FORCE FOUNDATI | ||||||||
| 1325 MASSACHUSETTS AVE NW | 1325 MASSACHUSETTS AVE NW | WASHINGTON | DC | 20005 | NONE | PUBLIC | HEALTH & SOCIAL SERVICES | $100 |
| NATL LGBTQ TASK FORCE FOUNDATION | ||||||||
| 1325 MASSACHUSETTS AVE NW | 1325 MASSACHUSETTS AVE NW | WASHINGTON | DC | 20005 | NONE | PUBLIC | HEALTH & SOCIAL SERVICES | $250 |
| OXFAM | ||||||||
| 1101 17TH ST NW SUITE 13 | 1101 17TH ST NW SUITE 13 | WASHINGTON | DC | 20036 | NONE | PUBLIC | ANTI-POVERTY | $500 |
| OXFAM | ||||||||
| 1101 17TH ST NW SUITE 13 | 1101 17TH ST NW SUITE 13 | WASHINGTON | DC | 20036 | NONE | PUBLIC | ANTI-POVERTY | $250 |
| OXFAM AMERICA | ||||||||
| 1101 17TH ST NW SUITE 13 | 1101 17TH ST NW SUITE 13 | WASHINGTON | DC | 20036 | NONE | PUBLIC | ANTI-POVERTY | $250 |
| PBS SOUTHERN CALIFORNIA | ||||||||
| PO BOX 25113 | PO BOX 25113 | SANTA ANA | CA | 92779 | NONE | PUBLIC | PUBLIC MEDIA | $200 |
| PFLAG | ||||||||
| 1828 L ST NW SUITE 660 | 1828 L ST NW SUITE 660 | WASHINGTON | DC | 20036 | NONE | PUBLIC | HEALTH & SOCIAL SERVICES | $500 |
| PFLAG | ||||||||
| 1828 L ST NW SUITE 660 | 1828 L ST NW SUITE 660 | WASHINGTON | DC | 20036 | NONE | PUBLIC | HEALTH & SOCIAL SERVICES | $500 |
| PFLAG PASADENA | ||||||||
| PO BOX 125 | PO BOX 125 | ALTADENA | CA | 91003 | NONE | PUBLIC | HEALTH & SOCIAL SERVICES | $500 |
| PLANNED PARENTHOOD | ||||||||
| 123 WILLIAM ST 10TH FLOO | 123 WILLIAM ST 10TH FLOO | NEW YORK | NY | 10038 | NONE | PUBLIC | HEALTH | $250 |
| PLANNED PARENTHOOD | ||||||||
| 123 WILLIAM ST 10TH FLOO | 123 WILLIAM ST 10TH FLOO | NEW YORK | NY | 10038 | NONE | PUBLIC | HEALTH | $100 |
| POLYTECHNIC SCHOOL | ||||||||
| 1030 E CALIFORNIA BLVD | 1030 E CALIFORNIA BLVD | PASADENA | CA | 91106 | NONE | PUBLIC | EDUCATION | $50 |
| PRINCETON THEOLOGICAL SEMINARY | ||||||||
| 64 MERCER ST | 64 MERCER ST | PRINCETON | NJ | 08540 | NONE | PUBLIC | EDUCATION | $100 |
| SALVATION ARMY | ||||||||
| PO BOX 269 | PO BOX 269 | ALEXANDRIA | VA | 22313 | NONE | PUBLIC | ANTI-POVERTY | $500 |
| SMILE TRAIN | ||||||||
| PO BOX 96231 | PO BOX 96231 | WASHINGTON | DC | 20090 | NONE | PUBLIC | HEALTH | $500 |
| SOUTHERN CAL PUBLIC RADIO KOCE | ||||||||
| 333 SOUTH HOPE ST SUITE | 333 SOUTH HOPE ST SUITE | LOS ANGELES | CA | 90071 | NONE | PUBLIC | PUBLIC MEDIA | $200 |
| TECHNOSERVE | ||||||||
| 1120 19TH ST NW 8TH FLOO | 1120 19TH ST NW 8TH FLOO | WASHINGTON | DC | 20036 | NONE | PUBLIC | ANTI-POVERTY | $250 |
| THE CHANDLER SCHOOL | ||||||||
| 1005 ARMADA DR | 1005 ARMADA DR | PASADENA | CA | 91103 | NONE | PUBLIC | EDUCATION | $1,000 |
| THE CHANDLER SCHOOL | ||||||||
| 1005 ARMADA DR | 1005 ARMADA DR | PASADENA | CA | 91103 | NONE | PUBLIC | EDUCATION | $50 |
| THE CHANDLER SCHOOL | ||||||||
| 1005 ARMADA DR | 1005 ARMADA DR | PASADENA | CA | 91103 | NONE | PUBLIC | EDUCATION | $2,000 |
| THE NATURE CONSERVANCY | ||||||||
| 4245 FAIRFAX DR SUITE 10 | 4245 FAIRFAX DR SUITE 10 | ARLINGTON | VA | 22203 | NONE | PUBLIC | CONSERVATION | $250 |
| THE NAURE CONSERVANCY | ||||||||
| 4245 FAIRFAX DR SUITE 10 | 4245 FAIRFAX DR SUITE 10 | ARLINGTON | VA | 22203 | NONE | PUBLIC | CONSERVATION | $250 |
| TRUST FOR PUBLIC LAND | ||||||||
| 135 W GREEN ST 2ND FLOOR | 135 W GREEN ST 2ND FLOOR | PASADENA | CA | 91105 | NONE | PUBLIC | CONSERVATION | $500 |
| UNION RESCUE MISSION | ||||||||
| 545 SAN PEDRO ST | 545 SAN PEDRO ST | LOS ANGELES | CA | 90013 | NONE | PUBLIC | POVERTY | $500 |
| UNION STATION PASADENA | ||||||||
| 825 E ORANGE GROVE BLVD | 825 E ORANGE GROVE BLVD | PASADENA | CA | 91104 | NONE | PUBLIC | ANTI-POVERTY | $500 |
| WILLIAMS COLLEGE | ||||||||
| 75 PARK ST | 75 PARK ST | WILLIAMSTOWN | MA | 01267 | NONE | PUBLIC | EDUCATION | $250 |
| WORLD VISION | ||||||||
| PO BOX 9716 | PO BOX 9716 | FEDERAL WAY | WA | 98063 | NONE | PUBLIC | HEALTH | $500 |
| WORLD WILDLIFE FUND | ||||||||
| 1250 24TH ST NW | 1250 24TH ST NW | WASHINGTON | DC | 20037 | NONE | PUBLIC | CONSERVATION | $250 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $40,080 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $111 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $35,365 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $42,434 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $77,910 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $77,910 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $1,289 | Amt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (10 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| AQR MANAGED FUTURES STRATEGY I | 2017-09 | PURCHASE | 2018-04 | $32,840 | $32,365 | $475 |
| ISHARES CURR HEDGED MSCI EAFE | 2017-04 | PURCHASE | 2018-04 | $55,227 | $51,950 | $3,277 |
| ISHARES MSCI JAPAN ETF | 2018-04 | PURCHASE | 2018-07 | $20,708 | $21,914 | -$1,206 |
| SPDR S&P 500 ETF TRUST | 2014-04 | PURCHASE | 2017-09 | $84,264 | $62,016 | $22,248 |
| VANGUARD GROWTH ETF | 2014-04 | PURCHASE | 2017-10 | $13,326 | $9,080 | $4,246 |
| VANGUARD TOTAL INTL STOCK ETF | 2017-04 | PURCHASE | 2018-07 | $42,343 | $38,806 | $3,537 |
| VANGUARD TOTAL INTL STOCK ETF | 2017-09 | PURCHASE | 2018-07 | $20,551 | $20,745 | -$194 |
| VANGUARD VALUE ETF INDEX | 2014-04 | PURCHASE | 2017-10 | $3,725 | $2,834 | $891 |
| VANGUARD VALUE ETF INDEX | 2016-02 | PURCHASE | 2017-10 | $6,342 | $4,891 | $1,451 |
| WISDOMTREE TRUST JAPN HEDGE EQ | 2017-04 | PURCHASE | 2018-04 | $21,951 | $19,309 | $2,642 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BLACKSTONE ALT MULTI-STRAT INST | $51,438 | $51,438 |
| JOHN HANCOCK SEAPORT I | $82,110 | $82,110 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (12 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| FIRST TRUST NORTH AMERICAN | $46,885 | $51,921 |
| INVESCO ULTRA SHORT DURATION | $83,866 | $51,921 |
| ISHARES CURR HEDGED MSCI EAFE | ||
| SPDR S&P 500 ETF TRUST | $41,344 | $65,610 |
| VANGUARD FTSE DEV MKTS | $325,235 | $369,107 |
| VANGUARD FTSE EMERG MKTS | $69,704 | $73,359 |
| VANGUARD GROWTH ETF | $226,367 | $400,725 |
| VANGUARD SM CAP GROWTH ETF | $44,759 | $71,794 |
| VANGUARD SM CAP VALUE ETF | $51,542 | $75,113 |
| VANGUARD TOTAL INTL STOCK | $63,542 | $63,193 |
| VANGUARD VALUE ETF INDEX | $253,618 | $367,580 |
| WISDOMTREE TR JAPAN HEDGED EQ |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PREPAID EXCISE TAX | Desc |
| BOY Book Value | $480 | BOYBookValueAmt |
| EOY Book Value | $451 | EOYBookValueAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ASSET BASIS ADJUSTMENT | Desc |
| Amt | $932 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MGMT FEES | CategoryTxt |
| Amt | $8,807 | Amt |
| Net Investment Income | $8,807 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $8,807 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CY ESTIMATED EXCISE TAX PAID | CategoryTxt |
| Amt | $429 | Amt |
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