HANSON FAMILY FOUNDATION INC: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
HANSON FAMILY FOUNDATION INC (EIN 13-3780362)
Tax period
2015-01-01 to 2015-12-31
Filed
2016-05-09
IRS object ID
201611309349101466
Schema version
2015v2.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2016-05-09T13:19:21-05:00ReturnTs
Tax Period End2015-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN131578842PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BUCHBINDER TUNICK & CO LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1ONE PENN PLAZA - SUITE 5335AddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP101190219ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2015-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN133780362EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE HANSON FAMILY FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlHANSBusinessNameControlTxt
Phone2126277320PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1C/O F HANSON 380 W 12 ST NO APT 6EAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP100147218ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSARAH E HANSONPersonNm
Person TitleSECRETARYPersonTitleTxt
Phone2126277320PhoneNum
Signature2016-05-04SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonPETER V RICCI CPAPreparerPersonNm
PTINP00000707PTIN
Phone2126955003PhoneNum
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2016-09-27 15:27:22ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$140,202FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$3,150DividendsRevAndExpnssAmt
Dividends Net Invst Incm$3,150DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$255NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$19,901GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$255CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$3,405TotalRevAndExpnssAmt
Total Net Invst Incm$3,405TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$2,000AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$2,000AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$1,108OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$1,108OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$3,108TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$3,108TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$21,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$21,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$24,108TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$3,108TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$21,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$20,703ExcessRevenueOverExpensesAmt
Net Investment Income$297NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$2,013CashBOYAmt
Cash EOY$2,835CashEOYAmt
Cash EOYFMV$2,835CashEOYFMVAmt
Corporate Stock BOY$135,980CorporateStockBOYAmt
Corporate Stock EOY$136,236CorporateStockEOYAmt
Corporate Stock EOYFMV$137,367CorporateStockEOYFMVAmt
Other Investments BOY$19,901OtherInvestmentsBOYAmt
Other Investments EOY$0OtherInvestmentsEOYAmt
Other Investments EOYFMV$0OtherInvestmentsEOYFMVAmt
Total Assets BOY$157,894TotalAssetsBOYAmt
Total Assets EOY$139,071TotalAssetsEOYAmt
Total Assets EOYFMV$140,202TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$157,894CapitalStockBOYAmt
Capital Stock EOY$139,071CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$0RetainedEarningBOYAmt
Retained Earning EOY$0RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$157,894TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$139,071TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$157,894TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$139,071TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$157,894TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$20,703ExcessRevenueOverExpensesAmt
Other Increases$2,000OtherIncreasesAmt
Subtotal$139,191SubtotalAmt
Other Decreases$120OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$139,071TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
122 SHS ISHARES RUSSELL2014-12-152015-12-10$13,933$13,567$366$366
55 SHS ISHARES CORE TOTAL US BOND (AGG) MARKET ETF2013-02-222015-12-10$5,968$6,079-$111-$111
FieldValueIRS element (for citing)
Capital Gain Net Income$255CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$21,810AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$175,514NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.124264DistributionYr1Rt
Adjusted Qlfy Distri Yr2$23,423AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$179,464NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.130516DistributionYr2Rt
Adjusted Qlfy Distri Yr3$22,380AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$181,844NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.123073DistributionYr3Rt
Adjusted Qlfy Distri Yr4$23,142AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$212,435NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.108937DistributionYr4Rt
Adjusted Qlfy Distri Yr5$22,959AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$222,462NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.103204DistributionYr5Rt
Total Distribution0.589994TotalDistributionRt
Average Distribution0.117999AverageDistributionRt
Net Vl Noncharitable Assets$156,656NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$18,485AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$3NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$18,488AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$21,000QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$3InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$3SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$3TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$912EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$912TotalPaymentsAndCreditsAmt
Overpayment$909OverpaymentAmt
Applied To ES Tax$909AppliedToESTaxAmt
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 StateNYOrgReportOrRegisterStateCd
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 BooksFREDRIC HANSONIndividualWithBooksNm
Phone2126277320PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1380 WEST 12TH STREET APT 6EAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP100147218ZIPCd
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/AddressLine1TxtAddress Line2USAddress/AddressLine2TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
MARGERY W HANSON
C/O FREDERIC HANSON 380 WEST 12THSTREET APT 6ENEW YORKNY100147218DIRECTOR, PRESIDENT0.25$0$0$0
FREDRIC HANSON
380 WEST 12TH STREET APT 6ENEW YORKNY100147218DIRECTOR, VP, SECRETARY0.25$0$0$0
DIANA HANSON KASH
C/O FREDERIC HANSON 380 WEST 12THSTREET APT 6ENEW YORKNY100147218DIRECTOR0.25$0$0$0
SARAH E HANSON
C/O FREDERIC HANSON 380 WEST 12THSTREET APT 6ENEW YORKNY100147218DIRECTOR, TREASURER0.25$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)
Description1N/ADescription1Txt
Expenses1$0Expenses1Amt
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$157,362AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,680AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$159,042TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$159,042AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$2,386CashDeemedCharitableAmt
Net Vl Noncharitable Assets$156,656NetVlNoncharitableAssetsAmt
Minimum Investment Return$7,833MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$7,833MinimumInvestmentReturnAmt
Tax Based On Investment Income$3TaxBasedOnInvestmentIncomeAmt
Total Tax$3TotalTaxAmt
Distributable Before Adj$7,830DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$7,830DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$7,830DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$21,000ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$21,000QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$3PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$20,997AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$7,830DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$12,079ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$12,589ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$13,326ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$14,642ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$13,414ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$66,050TotalExcessDistributionCyovAmt
Qualifying Distributions$21,000QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$7,830AppliedToCurrentYearAmt
Remaining Distri From Corpus$13,170RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$79,220TotalCorpusAmt
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$12,079ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$67,141ExcessDistriCyovToNextYrAmt
Excess From Year4$12,589ExcessFromYear4Amt
Excess From Year3$13,326ExcessFromYear3Amt
Excess From Year2$14,642ExcessFromYear2Amt
Excess From Year1$13,414ExcessFromYear1Amt
Excess From Current Year$13,170ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerMARGERY W HANSONContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ANGELIC ORGANICS LEARNING CENTER
1547 ROCKTON RDCALEDONIAIL61011NONEPUBLIC CHARITYGENERAL$300
COALITION FOR THE HOMELESS
129 FULTON STNEW YORKNY10038NONEPUBLIC CHARITYGENERAL$1,500
EVANSTON PUBLIC LIBRARY
1703 ORRINGTON AVEEVANSTONIL60201NONEPUBLIC CHARITYGENERAL$1,000
GROWING HOME
2732 N CLARK STREETCHICAGOIL60604NONEPUBLIC CHARITYGENERAL$500
INSIGHT MEDITATION SOCIETY
1230 PLEASANT STREETBARREMA01005NONEPUBLIC CHARITYGENERAL$500
LAKE STREET CHURCH
607 LAKE STREETEVANSTONIL60201NONEPUBLIC CHARITYGENERAL$1,000
LAMBDA LEGAL DEFENSE AND EDUCATION FUND
120 WALL STREET SUITE 1500NEW YORKNY10005NONEPUBLIC CHARITYGENERAL$1,000
LEVELING THE PLAYING FIELD
6001 MONTROSE ROAD STE 711ROCKVILLEMD20852NONEPUBLIC CHARITYGENERAL$2,000
NATIONAL RESOURCES DEFENSE COUNCIL
40 WEST 20TH STREETNEW YORKNY10011NONEPUBLIC CHARITYGENERAL$1,000
OXFAM AMERICA
26 WEST STREETBOSTONMA02111NONEPUBLIC CHARITYGENERAL$1,500
TETON REGIONAL LAND TRUST
PO BOX 247DRIGGSID83422NONEPUBLIC CHARITYGENERAL$4,000
THE TALKING FARM
PO BOX 6329EVANSTONIL60204NONEPUBLIC CHARITYGENERAL$700
UNITED CHURCH OF ROGERS PARK
1545 WEST MORSE AVENUECHICAGOIL60626NONEPUBLIC CHARITYGENERAL$500
VALLEY ADVOCATES FOR RESPONSIBLE DEVELOPMENT (VARD)
PO BOX 1164DRIGGSID83422NONEPUBLIC CHARITYGENERAL$4,500
YOUTH ORGANIZATION UMBRELLA (YOU)
1027 SHERMAN AVENUEEVANSTONIL60202NONEPUBLIC CHARITYGENERAL$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$21,000TotalGrantOrContriPdDurYrAmt
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$3,150ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$255ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$3,405ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$3,405TotalIncomeProducingActyAmt

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryBUCHBINDER TUNICK & COCategoryTxt
Amt$2,000Amt
Net Investment Income$2,000NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
314 SHS ISHARES CORE TOTAL US BOND (AGG) MARKET ETF$34,704$33,915
913 SHS ISHARES RUSSELL$101,532$103,452

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
122 SHS ISHARES RUSSELLAT COST$0$0
55 SHS ISHARES CORE TOTAL US BOND (AGG) MARKET ETFAT COST$0$0

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescPRIOR PERIOD ADJUSTMENTDesc
Amt$120Amt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescOTHERDesc
Amt$2,000Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT MANAGEMENT FEESCategoryTxt
Amt$1,108Amt
Net Investment Income$1,108NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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