HUDSON FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- HUDSON FOUNDATION (EIN 22-6932710)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-05-14
- IRS object ID
- 201921349349101477
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-14T10:04:18-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 561304727 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BLACKMAN & SLOOP CPAS PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1414 RALEIGH RD SUITE 300 | AddressLine1Txt |
| City | CHAPEL HILL | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27517 | 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 | 226932710 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE HUDSON FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O FRANKLIN STREET TRUST COMPANY | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HUDS | BusinessNameControlTxt |
| Phone | 9194892600 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1450 RALEIGH ROAD NO 300 | AddressLine1Txt |
| City | CHAPEL HILL | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27517 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KATE BACON | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 9194892600 | PhoneNum |
| Signature | 2019-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ELIZABETH MAUCH | PreparerPersonNm |
| PTIN | P01988953 | PTIN |
| Phone | 9199428700 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 45.20.211.129 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-05-13 | IPDt |
| IP Tm | 13:34:50 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 7F6A325A9A0466330E2A113D72E24DA7D4DE6185 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 7F6A325A9A0466330E2A113D72E24DA7D4DE6185 | 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 | $4,141,500 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $165,424 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $165,424 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $34,554 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $198,851 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $34,554 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $4,459 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $4,459 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $204,437 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $204,437 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $18,535 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $13,901 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $4,634 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $4,144 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $4,144 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $4,829 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,229 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $18,085 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $9,085 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $9,000 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $45,593 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $28,359 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $13,634 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $312,160 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $312,160 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $357,753 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $28,359 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $325,794 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$153,316 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $176,078 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $101,735 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $111,784 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $111,784 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,716,930 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,564,970 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,986,729 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $0 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $216,500 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $198,125 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $255,266 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,027,361 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $844,862 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,073,931 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,920,615 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,141,500 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $3,073,931 | CapitalStockBOYAmt |
| Capital Stock EOY | $2,920,615 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,073,931 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,920,615 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,073,931 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,920,615 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,073,931 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$153,316 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,920,615 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,920,615 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt | SoldSoldDt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| FRANKLIN STREET ADVISORS | $168,444 | $148,200 | $20,244 | $20,244 | |||
| BLACKHAWK NETWORK HOLDINGS INC. | $29,565 | $16,097 | $13,468 | $13,468 | 2014-04-15 | 2018-05-23 | |
| CAPITAL GAINS DIVIDENDS | $842 | $842 | $842 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $34,554 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $293,347 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $4,624,659 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.063431 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $273,276 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $4,298,961 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.063568 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $278,205 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $4,340,183 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.064100 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $266,645 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $4,419,254 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.060337 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $341,648 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $4,100,896 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.083311 | DistributionYr5Rt |
| Total Distribution | 0.334747 | TotalDistributionRt |
| Average Distribution | 0.066949 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,498,504 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $301,170 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,761 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $302,931 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $325,794 | 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 | $1,761 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,761 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,761 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,402 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $4,402 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,641 | OverpaymentAmt |
| Applied To ES Tax | $1,800 | AppliedToESTaxAmt |
| Refund | $841 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NC | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SALLY MCGILL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9194892600 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1450 RALEIGH ROAD SUITE 300 | AddressLine1Txt |
| City | CHAPEL HILL | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27517 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
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 |
|---|---|---|---|---|---|---|---|---|
| THOMAS W HUDSON JR | ||||||||
| 12071 SE PRESTWICK TERRACE | TEQUESTA | FL | 33469 | TRUSTEE AS NEEDED | 0.00 | $0 | $0 | $0 |
| MARY J HUDSON | ||||||||
| 12071 SE PRESTWICK TERRACE | TEQUESTA | FL | 33469 | TRUSTEE AS NEEDED | 0.00 | $0 | $0 | $0 |
| T WARNER HUDSON III | ||||||||
| 4510 CARLYLE COURT 914 | SANTA CLARA | CA | 95054 | TRUSTEE AS NEEDED | 0.00 | $0 | $0 | $0 |
| KENNETH D HUDSON | ||||||||
| 5804 BENTLEY GARDENS LANE | WILMINGTON | NC | 28409 | TRUSTEE AS NEEDED | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $4,487,732 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $79,277 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,567,009 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,567,009 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $68,505 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,498,504 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $224,925 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $224,925 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,761 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,761 | TotalTaxAmt |
| Distributable Before Adj | $223,164 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $223,164 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $223,164 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $325,794 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $325,794 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,761 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $324,033 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $223,164 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $140,081 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $49,480 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $67,165 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $61,288 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $65,293 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $383,307 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $325,794 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $223,164 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $102,630 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $485,937 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $140,081 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $345,856 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $49,480 | ExcessFromYear4Amt |
| Excess From Year3 | $67,165 | ExcessFromYear3Amt |
| Excess From Year2 | $61,288 | ExcessFromYear2Amt |
| Excess From Year1 | $65,293 | ExcessFromYear1Amt |
| Excess From Current Year | $102,630 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | THOMAS W HUDSON JR | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| PATRICK J BUHR - RECIPIENT OF HUDSON FOUNDATION NROTC SCHOLARSHIP | ||||||||
| UNIVERSITY OF NC NAVAL ARMORY | 031A/CB 3325 | CHAPEL HILL | NC | 275993325 | NONE | INDIVIDUAL | TO PROVIDE SCHOLARSHIP TO FURTHER EDUCATION. | $3,000 |
| RYAN P SMITH - RECIPIENT OF HUDSON FOUNDATION NROTC SCHOLARSHIP | ||||||||
| UNIVERSITY OF NC NAVAL ARMORY | 031A/CB 3325 | CHAPEL HILL | NC | 275993325 | NONE | INDIVIDUAL | TO PROVIDE SCHOLARSHIP TO FURTHER EDUCATION. | $3,000 |
| KENAN-FLAGLER BUSINESS SCHOOL FOUNDATION | ||||||||
| UNC-CH CAMPUS BOX 3490 MCCOLL | BUILDING | CHAPEL HILL | NC | 275993490 | NONE | PUBLIC CHARITY | TO ASSIST ORGANIZATION IN CARRYING OUT ITS EXEMPT PURPOSE. | $290,160 |
| AMERICAN RED CROSS - HURRICANE FLORENCE RELIEF | ||||||||
| 1102 SOUTH 16TH STREET | WILMINGTON | NC | 28401 | NONE | PUBLIC CHARITY | TO ASSIST ORGANIZATION IN CARRYING OUT ITS EXEMPT PURPOSE. | $5,000 | |
| AMERICAN CANCER SOCIETY | ||||||||
| 1599 CLIFTON ROAD | ATLANTA | GA | 303294251 | NONE | PUBLIC CHARITY | TO ASSIST ORGANIZATION IN CARRYING OUT ITS EXEMPT PURPOSE. | $1,000 | |
| CHRISTMAS HOUSE | ||||||||
| PO BOX 3543 | CHAPEL HILL | NC | 27515 | NONE | PUBLIC CHARITY | TO ASSIST ORGANIZATION IN CARRYING OUT ITS EXEMPT PURPOSE. | $1,000 | |
| CHATHAM HABITAT FOR HUMANITY | ||||||||
| PO BOX 883 | PITTSBORO | NC | 27312 | NONE | PUBLIC CHARITY | TO ASSIST ORGANIZATION IN CARRYING OUT ITS EXEMPT PURPOSE. | $1,000 | |
| DELOITTE FOUNDATION | ||||||||
| TEN WESTPORT ROAD PO BOX 820 | WILTON | CT | 068970820 | NONE | PUBLIC CHARITY | TO ASSIST ORGANIZATION IN CARRYING OUT ITS EXEMPT PURPOSE. | $1,000 | |
| DURHAM RESCUE MISSION | ||||||||
| PO BOX 11368 | DURHAM | NC | 277030368 | NONE | SUPPORTING ORGANIZAT | TO ASSIST ORGANIZATION IN CARRYING OUT ITS EXEMPT PURPOSE. | $1,000 | |
| THE SALVATION ARMY | ||||||||
| PO BOX 1330 | DURHAM | NC | 277021330 | NONE | PUBLIC CHARITY | TO ASSIST ORGANIZATION IN CARRYING OUT ITS EXEMPT PURPOSE. | $1,000 | |
| UNC LINEBERGER COMPREHENSIVE CANCER CENTER | ||||||||
| SCHOOL OF MEDICINE UNC-CH CAMPUS | BOX 7295 | CHAPEL HILL | NC | 275997295 | NONE | PUBLIC CHARITY | TO ASSIST ORGANIZATION IN CARRYING OUT ITS EXEMPT PURPOSE. | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $312,160 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $165,424 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,459 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $34,554 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $204,437 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $204,437 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL FEES | CategoryTxt |
| Amt | $18,535 | Amt |
| Net Investment Income | $13,901 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,634 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY Book Value | $216,500 | EOYBookValueAmt |
| EOYFMV | $198,125 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY Book Value | $1,564,970 | EOYBookValueAmt |
| EOYFMV | $2,986,729 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| FIXED INCOME FUNDS | AT COST | $403,336 | $293,252 |
| INFLATION HEDGED ASSETS - REITS | AT COST | $116,990 | $100,320 |
| FIXED INCOME MUTUAL FUNDS | AT COST | $507,035 | $451,290 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK CHARGES | $85 | $85 | $0 |
| ADMINISTRATIVE SERVICES FEE | $18,000 | $9,000 | $9,000 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TRIANGLE CAPITAL | Desc |
| Revenue And Expenses Per Books | $4,459 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $4,459 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $4,459 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES' | CategoryTxt |
| Amt | $4,144 | Amt |
| Net Investment Income | $4,144 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | THOMAS W HUDSON JR | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12071 SE PRESTWICK TERRACE | AddressLine1Txt |
| City | TEQUESTA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33469 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $1,229 | $1,229 | $0 |
| EXCISE TAXES | $3,600 | $0 | $0 |
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