HUNDT FAMILY FOUNDATION INC: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
HUNDT FAMILY FOUNDATION INC (EIN 52-2236016)
Tax period
2016-01-01 to 2016-12-31
Filed
2017-08-04
IRS object ID
201742169349100109
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 ReturnHeader

FieldValueIRS element (for citing)
Return2017-08-04T11:11:45-05:00ReturnTs
Tax Period End2016-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN222428965PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CITRIN COOPERMAN & COMPANY LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12 BETHESDA METRO CENTER 11TH FLOORAddressLine1Txt
CityBETHESDACityNm
State AbbreviationMDStateAbbreviationCd
ZIP20814ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2016-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN522236016EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE HUNDT FAMILY FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlHUNDBusinessNameControlTxt
Phone3019135919PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line16416 BROOKSIDE DRIVEAddressLine1Txt
CityCHEVY CHASECityNm
State AbbreviationMDStateAbbreviationCd
ZIP20815ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonELIZABETH HUNDTPersonNm
Person TitleVP & SECRETARYPersonTitleTxt
Phone3019135919PhoneNum
Signature2017-07-20SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSETH C ALLENPreparerPersonNm
PTINP01390689PTIN
Phone3016549000PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address71.191.40.50IPv4AddressTxt
FieldValueIRS element (for citing)
IP2017-07-20IPDt
IP Tm12:02:12IPTm
IP TimezoneEDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id81CDDD6D2D8A0808018333453F551E30B7E9452AAtSubmissionCreationDeviceId
At Submission Filing Device Id500509CBD5272C505D871532D4C164BFDB293FC2AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,462,669FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$192,501ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$55,397DividendsRevAndExpnssAmt
Dividends Net Invst Incm$55,397DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$26,180NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$564,741GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$1,806OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$1,854OtherIncomeNetInvstIncmAmt
Other Income Adj Net Incm$1,806OtherIncomeAdjNetIncmAmt
Total Rev And Expnss$223,524TotalRevAndExpnssAmt
Total Net Invst Incm$57,251TotalNetInvstIncmAmt
Total Adj Net Incm$1,806TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$2,960AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$2,960AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$948TaxesRevAndExpnssAmt
Taxes Net Invst Incm$948TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$17,804OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$17,804OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$21,712TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$21,712TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$96,285ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$96,285ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$117,997TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$21,712TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$96,285TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$105,527ExcessRevenueOverExpensesAmt
Net Investment Income$35,539NetInvestmentIncomeAmt
Adjusted Net Income$1,806AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$43,334SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$116,386SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$116,386SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$1,863,666CorporateStockBOYAmt
Corporate Stock EOY$1,870,364CorporateStockEOYAmt
Corporate Stock EOYFMV$2,215,621CorporateStockEOYFMVAmt
Other Investments BOY$123,547OtherInvestmentsBOYAmt
Other Investments EOY$130,662OtherInvestmentsEOYAmt
Other Investments EOYFMV$130,662OtherInvestmentsEOYFMVAmt
Total Assets BOY$2,030,547TotalAssetsBOYAmt
Total Assets EOY$2,117,412TotalAssetsEOYAmt
Total Assets EOYFMV$2,462,669TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$2,030,547RetainedEarningBOYAmt
Retained Earning EOY$2,117,412RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$2,030,547TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,117,412TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,030,547TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,117,412TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,030,547TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$105,527ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$2,136,074SubtotalAmt
Other Decreases$18,662OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$2,117,412TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)

PropertyPropertyDescSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
MORGAN STANLEY #10842016-12-31$154,965$179,480-$24,515-$24,515
MORGAN STANLEY #10842016-12-31$210,293$268,302-$58,009-$58,009
MORGAN STANLEY #10842016-12-31$59,519$61,431-$1,912-$1,912
MORGAN STANLEY #10822016-12-31$139,964$122,170$17,794$17,794
MORGAN STANLEY #1084 - CAPITAL GAIN DISTRIBUTIONS2016-12-31$3,625$3,625
PARTNERSHIP2016-12-31-$48-$48P
PARTNERSHIP2016-12-31$36,885$36,885P
FieldValueIRS element (for citing)
Capital Gain Net Income-$26,180CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss-$6,769NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$76,619AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$2,077,435NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.036882DistributionYr1Rt
Adjusted Qlfy Distri Yr2$217,086AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$2,113,496NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.102714DistributionYr2Rt
Adjusted Qlfy Distri Yr3$67,974AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$2,009,400NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.033828DistributionYr3Rt
Adjusted Qlfy Distri Yr4$115,325AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$1,848,906NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.062375DistributionYr4Rt
Adjusted Qlfy Distri Yr5$91,400AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$1,711,588NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.053401DistributionYr5Rt
Total Distribution0.289200TotalDistributionRt
Average Distribution0.057840AverageDistributionRt
Net Vl Noncharitable Assets$2,211,724NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$127,926AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$355NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$128,281AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$96,285QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$711InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$711SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$711TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,280EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$1,280TotalPaymentsAndCreditsAmt
Overpayment$569OverpaymentAmt
Applied To ES Tax$569AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateMDOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksTHE FOUNDATIONIndividualWithBooksNm
Phone3019135919PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line16416 BROOKSIDE DRIVEAddressLine1Txt
CityCHEVY CHASECityNm
State AbbreviationMDStateAbbreviationCd
ZIP20815ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
REED E HUNDT
6416 BROOKSIDE DRIVECHEVY CHASEMD20815PRESIDENT0.50$0$0$0
ELIZABETH KATZ-HUNDT
6416 BROOKSIDE DRIVECHEVY CHASEMD20815V/P & SECRETARY1.00$0$0$0
ADAM HUNDT
185 CHEROKEE WAYPORTOLA VALLEYCA94028DIRECTOR0.50$0$0$0
WILLIAM G YOUNG
7108 WILSON LANEBETHESDAMD20817TREASURER0.50$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$2,062,568AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$52,175AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$130,662FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,245,405TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$2,245,405AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$33,681CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,211,724NetVlNoncharitableAssetsAmt
Minimum Investment Return$110,586MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$110,586MinimumInvestmentReturnAmt
Tax Based On Investment Income$711TaxBasedOnInvestmentIncomeAmt
Total Tax$711TotalTaxAmt
Distributable Before Adj$109,875DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$109,875DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$109,875DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$96,285ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$96,285QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$96,285AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$109,875DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr4$13,190ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr2$113,807ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$0ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$126,997TotalExcessDistributionCyovAmt
Qualifying Distributions$96,285QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$96,285AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$13,590ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$13,590ExcessDistributionCyovAppCYAmt
Total Corpus$113,407TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$113,407ExcessDistriCyovToNextYrAmt
Excess From Year2$113,407ExcessFromYear2Amt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerREED E HUNDTContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (37 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
MANNA
9311 GAITHER RDGAITHERSBURGMD20877NONEPCUNRESTRICTED$325
COSMOS CLUB HISTORIC PRESERVATION
2121 MASSACHUSETTS AVE NWWASHINGTONDC20008NONEPCUNRESTRICTED$125
ASPEN MUSIC FESTIVAL
225 MUSIC SCHOOL ROADASPENCO81611NONEPCUNRESTRICTED$3,750
EVERYBODY WINS
1920 N ST NWWASHINGTONDC20036NONEPCUNRESTRICTED$1,000
DISABLED AMERICAN VETERANS (DAV)
PO BOX 14301CINCINNATIOH45250NONEPCUNRESTRICTED$25
JEWISH COUNCIL FOR THE AGING
12320 PARKLAWN DRIVEROCKVILLEMD20852NONEPCUNRESTRICTED$225
AMERICAN HEART ASSOCIATION
7272 GREENVILLE AVEDALLASTX75231NONEPCUNRESTRICTED$25
NATIONAL JEWISH HEALTH
1400 JACKSON STREETDENVERCO80206NONEPCUNRESTRICTED$50
CAMPAIGN FOR FREE COLLEGE TUITION
727 15TH ST NW 3RD FLOORWASHINGTONDC20005NONEPCUNRESTRICTED$2,000
JDRF
1801 LIBBIE AVE 106RICHMONDVA23226NONEPCUNRESTRICTED$20,000
YALE UNIVERSITY DEVELOPMENT
PO BOX 208215NEW HAVENCT06520NONEPCYALE LAW SCHOOL FUND$51,500
PLANNED PARENTHOOD
PO BOX 34128WASHINGTONDC20043NONEPCUNRESTRICTED$200
SPECIAL OLYMPICS OF MD
3701 COMMERCE DRIVE STE 103BALTIMOREMD21227NONEPCUNRESTRICTED$50
HEIFER INTERNATIONAL
1899 L ST NWWASHINGTONDC20036NONEPCUNRESTRICTED$200
ARTHRITIS FOUNDATION
PO BOX 96280WASHINGTONDC20077NONEPCUNRESTRICTED$25
SOME
71 O STREET NWWASHINGTONDC20001NONEPCUNRESTRICTED$135
CORNELL LAB OF ORNITHOLOGY
159 SAPSUCKER WOODS RDITHACANY14850NONEPCUNRESTRICTED$250
HABITAT FOR HUMANITY
2115 WARD CT NW 100WASHINGTONDC20037NONEPCUNRESTRICTED$80
CHILDREN'S INN AT NIH
7 WEST DRBETHESDAMD20814NONEPCUNRESTRICTED$100
DOCTORS WITHOUT BORDERS
333 7TH AVENUE 2ND FLOORNEW YORKNY10001NONEPCUNRESTRICTED$200
BCC RESCUE
5020 BATTERY LNBETHESDAMD20814NONEPCUNRESTRICTED$100
UC SAN DIEGO FDN
9500 GILMAN DRLA JOLLACA92093NONEPCUNRESTRICTED$1,000
UCONN HEALTH CENTER
263 FARMINGTON AVEFARMINGTONCT06030NONEPCUNRESTRICTED$200
HAMDEN HALL CLASS OF 1965 FUND
1108 WHITNEY AVEHAMDENCT06517NONEPCUNRESTRICTED$500
INSPIRED TEACHING SCHOOL
200 DOUGLAS ST NEWASHINGTONDC20002NONEPCUNRESTRICTED$1,000
CENTER FOR AMER PROGRESS
1333 H ST NWWASHINGTONDC20005NONEPCUNRESTRICTED$1,000
YALE REPERTORY THEATER
PO BOX 2038NEW HAVENCT06521NONEPCUNRESTRICTED$1,500
ASHOKA
1700 MOORE STARLINGTONDC22209NONEPCUNRESTRICTED$1,000
MARCH OF DIMES
1401 K ST NW 900AWASHINGTONDC20005NONEPCUNRESTRICTED$25
THOMAS AND BIRDIE C SMITH ARTS
14 LOGAN CIR NWWASHINGTONDC20005NONEPCUNRESTRICTED$100
ASPEN INST
1 DUPONT CIR NW 700WASHINGTONDC20036NONEPCUNRESTRICTED$5,000
MEDIA MATTERS
455 MASSACHUSETTS AVE NW 600WASHINGTONDC20001NONEPCUNRESTRICTED$1,000
NATIONAL CATHEDRAL SCHOOL
3612 WOODLEY RD NWWASHINGTONDC20016NONEPCUNRESTRICTED$2,500
WHITMAN WALKER HEALTH
1525 14TH ST NWWASHINGTONDC20005NONEPCUNRESTRICTED$35
GLEN ECHO FIRE DEPT
5920 MASSACHUSETTS AVEBETHESDAMD20816NONEPCUNRESTRICTED$25
CORNELL UNIVERSITY
159 SAPSUCKER WOODS RDITHACANY14850NONEPCUNRESTRICTED$1,000
MARTHA'S TABLE
2114 14TH ST NWWASHINGTONDC20009NONEPCUNRESTRICTED$35
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$96,285TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$55,397ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,668ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$26,180ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp (2 entries)

DescDescBusinessBusinessCdUnrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmtExclusionExclusionAmt
BLACKSTONE - ORDINARY INCOME525990-$48
BLACKSTONE - OTHER INCOME$186

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm-$48UnrelatedBusinessTaxblIncmAmt
Exclusion$31,071ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$31,023TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionIndNoncash ContributionNoncashContributionInd
REED HUNDT
16416 BROOKSIDE DRIVECHEVY CHASEMD20815$189,541Yes (X)Yes (X)
REED HUNDT
26416 BROOKSIDE DRIVECHEVY CHASEMD20815$2,960Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash Property682 SHARES OF CHARTER COMMUNICATIONS INCNoncashPropertyDesc
Fair Market Value$189,541FairMarketValueAmt
Received2016-12-12ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$2,960Amt
Net Investment Income$2,960NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
MORGAN STANLEY #084$1,870,364$2,215,621
MORGAN STANLEY #082$0$0

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemPARTNERSHIPSCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$130,662BookValueAmt
EOYFMV$130,662EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescBOOK TO TAX DIFFERENCES FROM PASS-THROUGH ENTITIES AND OTHERDesc
Amt$18,662Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT FEES$17,726$17,726$0$0
BLACKSTONE - PORTFOLIO DEDUCTIONS$78$78$0$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
MORGAN STANLEY - NONDIVIDEND DISTRIBUTION$1,668$1,668$1,668
BLACKSTONE - ORDINARY INCOME-$48$0-$48
BLACKSTONE - OTHER INCOME$186$186$186

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAX PAIDCategoryTxt
Amt$948Amt
Net Investment Income$948NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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