JACK & VIVIAN HANSON FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- JACK & VIVIAN HANSON FOUNDATION (EIN 13-7284202)
- Tax period
- 2016-07-01 to 2017-06-30
- Filed
- 2018-05-15
- IRS object ID
- 201801359349101925
- Schema version
- 2016v3.0
- 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 Decreases Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-15T11:00:31-05:00 | ReturnTs |
| Tax Period End | 2017-06-30 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 137284202 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE JACK AND VIVIAN HANSON FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HANS | BusinessNameControlTxt |
| Phone | 2126323000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O FIDUCIARY TR CO INTL - 280 PARK | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | FIDUCIARY TRUST COMPANY INTL | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2126323000 | PhoneNum |
| Signature | 2018-05-14 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $6,254,092 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Dividends Rev And Expnss | $121,060 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $119,074 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $234,467 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,573,290 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $234,467 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $2,247 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $204 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $357,774 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $353,745 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $68,860 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $55,088 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $13,772 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $3,000 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $29 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $29 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $6 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $926 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $926 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $72,815 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $56,043 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $16,778 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $277,387 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $277,387 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $350,202 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $56,043 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $294,165 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $7,572 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $297,702 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $691,613 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $298,214 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $298,214 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $3,223,508 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,346,259 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,909,824 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $651,208 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $704,844 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $717,545 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $100,000 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $321,557 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $328,509 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $4,666,329 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,670,874 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,254,092 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $4,666,329 | CapitalStockBOYAmt |
| Capital Stock EOY | $4,670,874 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,666,329 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,670,874 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,666,329 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,670,874 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,666,329 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $7,572 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $4,673,901 | SubtotalAmt |
| Other Decreases | $3,027 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,670,874 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (36 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| 400. NIKE INC. CL B | 2011-12-22 | 2016-07-12 | $23,191 | $9,628 | $13,563 | $13,563 |
| 50000. BAXTER INTL INC SR NT DTD 6/11/2013 1.85% 6/15/2018 | 2014-01-29 | 2016-09-14 | $50,786 | $50,078 | $708 | $708 |
| 425. COMCAST CORP NEW CL A | 2002-10-11 | 2016-09-16 | $27,905 | $6,546 | $21,359 | $21,359 |
| 600. J P MORGAN CHASE & CO | 2013-05-22 | 2016-09-16 | $39,471 | $32,774 | $6,697 | $6,697 |
| 600. MCKESSON HBOC INC | 2015-09-09 | 2016-09-16 | $99,435 | $121,081 | -$21,646 | -$21,646 |
| 300. MERCK & CO INC | 2003-12-02 | 2016-09-16 | $18,728 | $12,790 | $5,938 | $5,938 |
| 500. MORGAN STANLEY DEAN WITTER | 2015-11-16 | 2016-09-16 | $15,801 | $16,852 | -$1,051 | -$1,051 |
| 2000. MORGAN STANLEY DEAN WITTER | 2014-04-23 | 2016-09-16 | $63,203 | $62,277 | $926 | $926 |
| 400. SCHLUMBERGER LTD | 2012-01-31 | 2016-09-16 | $30,485 | $30,102 | $383 | $383 |
| 500. UNION PAC CORP. | 2016-03-22 | 2016-09-16 | $46,110 | $41,269 | $4,841 | $4,841 |
| 500. UNITED TECHNOLOGIES CORP. | 2011-10-13 | 2016-09-16 | $50,259 | $36,541 | $13,718 | $13,718 |
| 600. COMCAST CORP NEW CL A | 2002-10-11 | 2016-10-21 | $38,541 | $9,242 | $29,299 | $29,299 |
| 1000. GILEAD SCIENCES INC | 2013-05-24 | 2016-10-24 | $74,694 | $55,877 | $18,817 | $18,817 |
| 800. LOWES COS INC | 2013-08-09 | 2016-10-24 | $56,965 | $36,512 | $20,453 | $20,453 |
| 3000. ORACLE SYS CORP | 2002-05-28 | 2016-10-24 | $114,688 | $26,190 | $88,498 | $88,498 |
| 500. CERNER CORP | 2014-10-15 | 2016-12-13 | $24,070 | $28,096 | -$4,026 | -$4,026 |
| 1350. V F CORP. | 2016-02-03 | 2016-12-13 | $75,997 | $84,824 | -$8,827 | -$8,827 |
| 150. ALLERGAN PLC | 2016-06-24 | 2016-12-13 | $29,106 | $34,073 | -$4,967 | -$4,967 |
| 1500. ABBOTT LABS | 2015-06-05 | 2016-12-28 | $57,137 | $72,621 | -$15,484 | -$15,484 |
| 800. CVS CORP | 2015-10-02 | 2016-12-28 | $63,052 | $76,775 | -$13,723 | -$13,723 |
| 380. PALO ALTO NETWORKS INC | 2016-03-23 | 2016-12-28 | $47,442 | $59,087 | -$11,645 | -$11,645 |
| 100000. INTERNATIONAL BUSINESS MACH CORP SR NT DTD 2/6/2012 1.25% 2/6/ | 2012-02-02 | 2017-02-06 | $100,000 | $99,812 | $188 | $188 |
| 300. ISHARES IBOXX $ HIGH YIELD CORP BOND ETF | 2016-09-16 | 2017-02-06 | $26,224 | $25,739 | $485 | $485 |
| 100000. JOHN DEERE CAP CORP SR NT DTD 2/27/2012 1.4% 3/15/2017 | 2012-02-23 | 2017-03-15 | $100,000 | $100,044 | -$44 | -$44 |
| 1000. AMETEK INC NEW | 2011-10-31 | 2017-03-31 | $54,179 | $26,494 | $27,685 | $27,685 |
| 100. AMETEK INC NEW | 2011-10-31 | 2017-03-31 | $5,418 | $2,649 | $2,769 | $2,769 |
| 700. AMETEK INC NEW | 2011-10-31 | 2017-03-31 | $37,931 | $18,546 | $19,385 | $19,385 |
| 100. AMETEK INC NEW | 2011-10-31 | 2017-04-03 | $5,420 | $2,649 | $2,771 | $2,771 |
| 100. AMETEK INC NEW | 2011-10-31 | 2017-04-03 | $5,430 | $2,649 | $2,781 | $2,781 |
| 1250. NOVO-NORDISK A S ADR | 2012-06-08 | 2017-04-04 | $44,286 | $32,892 | $11,394 | $11,394 |
| 250. AMETEK INC NEW | 2011-10-31 | 2017-04-05 | $13,581 | $6,624 | $6,957 | $6,957 |
| 250. LAM RESH CORP | 2014-04-29 | 2017-04-06 | $31,900 | $14,091 | $17,809 | $17,809 |
| 500. V F CORP. | 2017-01-31 | 2017-05-15 | $27,114 | $25,153 | $1,961 | $1,961 |
| 350. PALO ALTO NETWORKS INC | 2017-02-24 | 2017-06-01 | $47,628 | $53,093 | -$5,465 | -$5,465 |
| 100. V F CORP. | 2017-01-31 | 2017-06-01 | $5,423 | $5,031 | $392 | $392 |
| 400. V F CORP. | 2017-01-31 | 2017-06-02 | $21,690 | $20,122 | $1,568 | $1,568 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $234,467 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $291,504 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $5,876,422 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.049606 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $312,691 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $6,322,708 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.049455 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $261,519 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $6,064,389 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.043124 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $217,028 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $5,608,435 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.038697 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $257,285 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $5,405,532 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.047597 | DistributionYr5Rt |
| Total Distribution | 0.228479 | TotalDistributionRt |
| Average Distribution | 0.045696 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $5,933,379 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $271,132 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,977 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $274,109 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $294,165 | 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 | $2,977 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,977 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,977 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $712 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $600 | AppliedToEsTaxAmt |
| Total Payments And Credits | $1,312 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $1,665 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $0 | 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 | 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 | CT | 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 | FIDUCIARY TRUST COMPANY INTL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2126324082 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 280 PARK AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | 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 | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | FIDUCIARY TRUST CO INTL | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 280 PARK AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 4 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $68,860 | CompensationAmt |
| 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 |
| 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 | $5,343,926 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $679,809 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,023,735 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,023,735 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $90,356 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,933,379 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $296,669 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $296,669 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,977 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,977 | TotalTaxAmt |
| Distributable Before Adj | $293,692 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $293,692 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $293,692 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $294,165 | 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 | $294,165 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $2,977 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $291,188 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $293,692 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $782 | UndistributedIncomePYAmt |
| Prior Year1 | 2014 | PriorYear1Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $294,165 | QualifyingDistributionsAmt |
| Applied To Year1 | $782 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $293,383 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $309 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)
| Business Name Line2RecipientBusinessName/BusinessNameLine2Txt | Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| UAFHANSON FILM INSTITUTE | ||||||||
| C/O UNIV OF ARIZONA | PLANNED GIVING OFFICE | TUCSON | AZ | 857210109 | NONE | PUBLIC | GENERAL PURPOSES | $194,171 |
| UAFMUSEUM OF ART | ||||||||
| C/O UNIV OF ARIZONA | PLANNED GIVING OFFICE | TUCSON | AZ | 857210109 | NONE | PUBLIC | GENERAL PURPOSES | $83,216 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $277,387 | 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 |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $121,060 | 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 | $234,467 | 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 (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| FEDERAL REFUND | 18 | $2,043 |
| CLASS ACTION SETTL | 18 | $204 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $357,774 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $357,774 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
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 | TAX PREPARATION FEE (NON-ALLOC | CategoryTxt |
| Amt | $3,000 | Amt |
| Disbursements Charitable Prps | $3,000 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (11 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 100,000 INTL BUS MACH CORP SR | ||
| 100,000 JOHN DEERE CAP CORP SR | ||
| 100,000 GENERAL ELEC CAP CORP | $99,818 | $103,423 |
| 50,000 BP CAPITAL MARKETS PLC | $49,246 | $49,923 |
| 100,000 GLAXOSMITHKLINE CAPITA | $100,423 | $103,507 |
| 50,000 BAXTER INTL INC SR NT D | ||
| 100,000 THE HOME DEPOT INC SR | $100,531 | $100,841 |
| 50,000 TARGET CORP SR NT DTD 7 | $50,622 | $52,847 |
| 100,000 JP MORGAN CHASE&CO SR | $101,932 | $102,544 |
| 100,000 GILEAD SCIENCES INC SR | $101,910 | $103,466 |
| MICROSOFT CORP SR NT 7/16/10 3 | $100,362 | $100,994 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (62 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOTT LABORATORIES | $67,542 | $72,915 |
| ABBVIE INC | $93,613 | $108,765 |
| AMERICAN EXPRESS CO | $46,823 | $84,240 |
| AMETEK INC NEW | ||
| APPLE INC | $104,192 | $230,432 |
| BLACKROCK INC | $91,425 | $190,085 |
| BOEING CO | $17,465 | $98,875 |
| CELGENE CORP | $48,951 | $103,896 |
| CERNER CORP | ||
| CHEVRON CORP | $82,755 | $104,330 |
| COCA COLA CO | $64,354 | $116,610 |
| COMCAST CORP CL A | $21,565 | $108,976 |
| DISCOVER FINANCIAL SERVICES (U | $58,246 | $62,190 |
| DISNEY WALT CO | $56,596 | $74,375 |
| DOW CHEMICAL CO | $91,699 | $126,140 |
| EXXON MOBIL CORP | $80,038 | $80,730 |
| GENERAL ELECTRIC CO | $39,954 | $54,020 |
| GILEAD SCIENCES INC | ||
| INTEL CORP | $110,514 | $134,960 |
| J P MORGAN CHASE & CO | $71,424 | $146,240 |
| JOHNSON & JOHNSON CO | $46,220 | $132,290 |
| LAM RESEARCH CORP | $25,364 | $63,644 |
| LOWES COS INC | $54,768 | $93,036 |
| MASTERCARD INC CL A | $78,250 | $121,450 |
| MCKESSON CORPORATION | ||
| MERCK & CO INC | $63,779 | $128,180 |
| MICROSOFT CORP | $128,960 | $206,790 |
| MORGAN STANLEY | ||
| NESTLE S A SPONSORED ADR REPST | $45,939 | $52,320 |
| NIKE INC CL B | $24,070 | $59,000 |
| NOVO NORDISK AS SPONSORED ADR | ||
| ORACLE COR | ||
| PROCTER & GAMBLE CO | $34,268 | $87,150 |
| ROYAL DUTCH PLC ADR | $47,865 | $53,190 |
| SCHLUMBERGER LTD | $50,845 | $46,088 |
| TJX COS INC NEW | $68,329 | $72,170 |
| UNITED TECHNOLOGIES CORP | $36,541 | $61,055 |
| UNION PACIFIC CORP | $41,269 | $54,455 |
| V F CORP | ||
| ALLERGAN PLC | $59,174 | $60,773 |
| ALPHABET INC CLASS | $78,576 | $136,310 |
| BROADCOM LTD | $46,202 | $81,568 |
| CHUBB LTD | $114,323 | $174,456 |
| CVS HEALTH CORP | $76,012 | $80,460 |
| ECOLAB INC | $55,103 | $66,375 |
| EOG RES INC | $26,800 | $36,208 |
| FACEBOOK INC CL A | $47,694 | $75,490 |
| MICROCHIP TECHNOLOGY INC | $43,889 | $77,180 |
| PALO ALTO NETWORKS INC | ||
| PFIZER INC | $69,755 | $67,180 |
| ADOBE SYSTEMS INC | $43,469 | $56,576 |
| AMAZON.COM INC | $95,772 | $116,160 |
| CONSTELLATION BRANDS INC CL A | $60,120 | $77,492 |
| DANAHER CORP | $77,609 | $84,390 |
| FEDEX CORP | $47,314 | $54,333 |
| METLIFE INC | $63,570 | $65,928 |
| RAYTHEON CO NEW | $42,734 | $48,444 |
| ROPER TECHNOLOGIES INC | $62,277 | $69,459 |
| SCHWAB CHARLES CORP NEW | $27,381 | $38,664 |
| USBANCORP DEL COM NEW | $61,382 | $67,496 |
| VERIZON COMMUNICATIONS | $51,255 | $44,660 |
| ISHARES MSCI EUROZONE ETF | $202,225 | $201,625 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 9727.626 FRANKLIN K2 ALTERNATI | AT COST | $100,000 | $108,949 |
| ISHARES INTERMEDIATE CREDIT BO | AT COST | $221,557 | $219,560 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (5 entries)
| DescDesc | AmtAmt |
|---|---|
| AMORTIZATION ADJUSTMENT | $903 |
| ROUNDING | $6 |
| PRIOR YEAR ADJUST | $720 |
| RETURN OF CAPITAL BALANCE SHEET ADJUST | $1,272 |
| ACCRUED INTEREST PAID (CARRYOVER) | $126 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FEDERAL REFUND | $2,043 | $0 |
| CLASS ACTION PROCEEDS | $204 | $204 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ADR FEES | CategoryTxt |
| Amt | $29 | Amt |
| Net Investment Income | $29 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $6 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | CategoryTxt |
| Amt | $926 | Amt |
| Net Investment Income | $926 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |