ROBERT E HANSEN FAMILY FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- ROBERT E HANSEN FAMILY FOUNDATION (EIN 76-0259279)
- Tax period
- 2013-09-01 to 2014-08-31
- Filed
- 2015-04-15
- IRS object ID
- 201511069349100401
- Schema version
- 2013v4.0
- 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
- Compensation Explanation
- Gain Loss Sale Other Assets Sch
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-04-15T15:55:31-05:00 | ReturnTs |
| Tax Period End | 2014-08-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 391983077 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INGE ALVERSON BACON CPA | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 253 N 1ST AVE STOP 1 | AddressLine1 |
| City | STURGEON BAY | City |
| State | WI | State |
| ZIP Code | 542352500 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-09-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 760259279 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ROBERT E HANSEN | BusinessNameLine1 |
| Business Name Line2 | FAMILY FOUNDATION | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ROBE | BusinessNameControlTxt |
| Phone | 9204210923 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O INGE BACON 253 N 1ST AVE | AddressLine1 |
| Address Line2 | ROOM/SUITE 1 | AddressLine2 |
| City | STURGEON BAY | City |
| State | WI | State |
| ZIP Code | 54235 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALEX HANSEN | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 9204210923 | PhoneNum |
| Signature | 2015-04-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | INGE ALVERSON BACON | PreparerPersonNm |
| PTIN | P01238087 | PTIN |
| Phone | 9204210923 | PhoneNum |
| Preparation | 2015-04-15 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,607,138 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $27 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $27 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $27 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $30,286 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $30,286 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $30,286 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $444,211 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,287,522 | GrossSalesPriceAmt |
| Total Rev And Expnss | $474,524 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $30,313 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $30,313 | TotalAdjNetIncmAmt |
| Other Prof Fees Rev And Expnss | $4,298 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $4,298 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $4,298 | OtherProfFeesAdjNetIncmAmt |
| Taxes Rev And Expnss | $658 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $141 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $141 | TaxesAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $10 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $10 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $4,966 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,449 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $4,439 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $50,634 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $50,634 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $55,600 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,449 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $4,439 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $50,634 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $418,924 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $25,864 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $25,874 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2 | CashBOYAmt |
| Sav And Temp Cash Invst BOY | $228,026 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $119,231 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $119,231 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $47,957 | USGovernmentObligationsBOYAmt |
| Corporate Stock BOY | $777,228 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,168,529 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,274,007 | CorporateStockEOYFMVAmt |
| Corporate Bonds EOY | $64,978 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $65,721 | CorporateBondsEOYFMVAmt |
| Other Investments EOY | $145,893 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $147,921 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $776 | OtherAssetsBOYAmt |
| Other Assets EOY | $258 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $258 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,053,989 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,498,889 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,607,138 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $1,053,989 | UnrestrictedBOYAmt |
| Unrestricted EOY | $1,498,889 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,053,989 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,498,889 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,053,989 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,498,889 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,053,989 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $418,924 | ExcessRevenueOverExpensesAmt |
| Other Increases | $25,976 | OtherIncreasesAmt |
| Subtotal | $1,498,889 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,498,889 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $211,505 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,395,657 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.151545 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $154,919 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,305,895 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.118631 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $184,432 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,398,746 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.131855 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $211,179 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,416,366 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.149099 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $134,095 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,356,331 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.098866 | DistributionYr5Rt |
| Total Distribution | 0.649996 | TotalDistributionRt |
| Average Distribution | 0.129999 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,521,152 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $197,748 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $259 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $198,007 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $50,634 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $517 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $517 | SubtotalAmt |
| Tax Based On Investment Income | $517 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $776 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $776 | TotalPaymentsAndCreditsAmt |
| Overpayment | $259 | OverpaymentAmt |
| Applied To ES Tax | $259 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | INGE BACON | IndividualWithBooksNm |
| Phone | 9204210923 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 253 N 1ST AVE | AddressLine1 |
| City | STURGEON BAY | City |
| State | WI | State |
| ZIP Code | 54235 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt | Address Line2USAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|---|---|
| REBECCA HANSEN | |||||||||
| 8 CARDINAL DR | ITHACA | NY | 14850 | SECY & ASST | 0.25 | $0 | $0 | $0 | |
| ALEXANDER E HANSEN | |||||||||
| 3463 VOSBURG ST | PASADENA | CA | 91107 | PRESIDENT | 0.25 | $0 | $0 | $0 | |
| LAURIE H SAXTON | |||||||||
| 506 CEDAR HILL DR | SAN RAFAEL | CA | 94903 | VP & ASST TR | 0.25 | $0 | $0 | $0 | |
| MARJORIE S SCHULTZ | |||||||||
| 3401 LOUISIANA ST | HOUSTON | TX | 77002 | ASST SECRETA | 0.00 | $0 | $0 | $0 | SUITE 380 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE FOUNDATION HAS NO DIRECT CHARITABLE ACTIVITIES. EXPENDITURES ARE IN THE FORM OF DONATIONS TO INDIVIDUAL CHARITIES OVER WHICH THE FOUNDATION HAS NO CONTROL. | Description1Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,353,754 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $190,563 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,544,317 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $1,544,317 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $23,165 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,521,152 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $76,058 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $76,058 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $517 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $517 | TotalTaxAmt |
| Distributable Before Adj | $75,541 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $75,541 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $75,541 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $50,634 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $50,634 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $50,634 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $75,541 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $66,378 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $140,388 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $115,381 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $91,526 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $143,112 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $556,785 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $50,634 | QualifyingDistributionsAmt |
| Applied To Current Year | $50,634 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $24,907 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $24,907 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $531,878 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $41,471 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $490,407 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $140,388 | ExcessFromYear4Amt |
| Excess From Year3 | $115,381 | ExcessFromYear3Amt |
| Excess From Year2 | $91,526 | ExcessFromYear2Amt |
| Excess From Year1 | $143,112 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (43 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN DIABETES ASSOCIATION | |||||||
| 1701 N BEAUREGARD ST | ALEXANDRIA | VA | 22311 | NONE | PUBLIC | WELLNESS | $250 |
| AUDUBON SOCIETY | |||||||
| 225 VARICK ST 7TH FLOOR | NEW YORK | NY | 10014 | NONE | PUBLIC | WILDLIFE PRESERVATION | $1,000 |
| AUDOBON SOCIETY | |||||||
| 225 VARICK ST 7TH FLOOR | NEW YORK | NY | 10014 | NON | ANIMAL WELFARE | $1,000 | |
| BRYN MAWR COLLEGE | |||||||
| 101 N MERION AVE | BRYN MAWR | PA | 19010 | NONE | PUBLIC | EDUCATION | $10,000 |
| CHANDLER SCHOOL | |||||||
| 1005 ARMADA DR | PASADENA | CA | 91103 | NONE | PUBLIC | EDUCATION | $500 |
| CORNELL LAB OF ORNITHOLOGY | |||||||
| 159 SAPSUCKER WOODS RD | ITHACA | NY | 14850 | NONE | PUBLIC | WILDLIFE PRESERVATION | $1,000 |
| CORNELL LAB OF ORNITHOLOGY | |||||||
| 159 SAPSUCKER WOODS RD | ITHACA | NY | 14850 | NONE | PUBLIC | EDUCATION | $1,000 |
| DOCTORS WITHOUT BORDERS | |||||||
| 333 7TH AVENUE 2ND FLOOR | NEW YORK | NY | 10001 | NONE | PUBLIC | WELLNESS | $1,000 |
| DOCTORS WITHOUT BORDERS | |||||||
| 333 7TH AVENUE 2ND FLOOR | NEW YORK | NY | 10001 | NONE | PUBLIC | WELLNESS | $1,000 |
| ENVIRONMENTAL DEFENSE FUND | |||||||
| 257 PARK AVE SOUTH | NEW YORK | NY | 10010 | NONE | PUBLIC | ENVIRONMENT | $500 |
| FEEDING AMERICA | |||||||
| 35 E WACKER DR SUITE 200 | CHICAGO | IL | 60601 | NONE | PUBLIC | ANTI POVERTY | $500 |
| FINGERS LAKE LAND TRUST | |||||||
| 202 EAST COURT ST | ITHACA | NY | 14850 | NONE | PUBLIC | ENVIRONMENT | $1,000 |
| HAWK MOUNTAIN SANCTUARY | |||||||
| 1700 HAWK MOUNTAIN RD | KEMPTON | PA | 19529 | NONE | PUBLIC | WILDLIFE PRESERVATION | $1,000 |
| HAWK MOUNTAIN SANCTUARY | |||||||
| 1700 HAWK MOUNTAIN RD | KEMPTON | PA | 19529 | NONE | PUBLIC | WILDLIFE PRESERVATION | $1,000 |
| KCRW | |||||||
| 1900 PICO BLVD | SANTA MONICA | CA | 90405 | NONE | PUBLIC | PUBLIC RADIO | $200 |
| KIMBERLY FOUNDATION | |||||||
| 15701 NE 36TH ST | VANCOUVER | WA | 98682 | NONE | PUBLIC | WELLNESS | $7,000 |
| KPCC | |||||||
| 474 SOUTH RAYMOND AVE | PASADENA | CA | 91105 | NONE | PUBLIC | PUBLIC RADIO | $200 |
| KUSC MEMBERSHIP | |||||||
| PO BOX 7913 | LOS ANGELES | CA | 90015 | NONE | PUBLIC | PUBLIC RADIO | $600 |
| LA SALLE HIGH SCHOOL | |||||||
| 3880 E SIERRA MADRE BLVD | PASADENA | CA | 91107 | NONE | PUBLIC | EDUCATION | $1,000 |
| METROPOLITAN OPERA | |||||||
| 70 LINCOLN CENTER PLAZA | NEW YORK | NY | 10023 | NONE | PUBLIC | ARTS | $1,000 |
| METROPOLITAN OPERA | |||||||
| 70 LINCOLN CENTER PLAZA | NEW YORK | NY | 10023 | NONE | PUBLIC | ARTS | $1,000 |
| MILLER ART CENTER | |||||||
| 107 S 4TH AVE | STURGEON BAY | WI | 54235 | NONE | PUBLIC | ARTS | $3,000 |
| MOTHER'S CLUB | |||||||
| 980 N FAIR OAKS AVE | PASADENA | CA | 91103 | NONE | PUBLIC | ANTI POVERTY | $1,000 |
| MOTHER'S CLUB | |||||||
| 980 N FAIR OAKS AVE | PASADENA | CA | 91103 | NONE | PUBLIC | ANTI POVERTY | $400 |
| MOTHER'S CLUB | |||||||
| 980 N FAIR OAKS AVE | PASADENA | CA | 91103 | NONE | PUBLIC | ANTI POVERTY | $1,000 |
| NATURE CONSERVANCY | |||||||
| 4245 N FAIRFAX DR | ARLINGTON | VA | 22203 | NONE | PUBLIC | NATURE CONSERVANCY | $1,000 |
| NATURE CONSERVANCY | |||||||
| 4245 N FAIRFAX DR | ARLINGTON | VA | 22203 | NONE | PUBLIC | NATURE CONSERVANCY | $500 |
| NATURE CONSERVANCY | |||||||
| 4245 N FAIRFAX DR | ARLINGTON | VA | 22203 | NONE | PUBLIC | NATURE CONSERVANCY | $1,000 |
| NORTHWESTERN HIGH SCHOOL ORCH | |||||||
| 2503 W MAIN ST | ROCK HILL | SC | 29732 | NONE | PUBLIC | EDUCATION | $1,050 |
| OXFAM AMERICA | |||||||
| 226 CAUSEWAY ST 5TH FL | BOSTON | MA | 02114 | NONE | PUBLIC | ANTI POVERTY | $1,000 |
| OXFAM AMERICA | |||||||
| 226 CAUSEWAY ST 5TH FL | BOSTON | MA | 02114 | NONE | PUBLIC | ANTI POVERTY | $1,000 |
| PBS OF SOUTHERN CALIFORNIA | |||||||
| 3080 BRISTOL ST SUITE 10 | COSTA MESA | CA | 92626 | NONE | PUBLIC | PUBLIC TELEVISION | $500 |
| PFLAG | |||||||
| 1828 L ST NW STE 660 | WASHINGTON | DC | 20036 | NONE | PUBLIC | WELLNESS | $500 |
| PFLAG - PASADENA | |||||||
| 1828 L ST NW STE 660 | WASHINGTON | DC | 20036 | NONE | PUBLIC | WELLNESS | $500 |
| PFLAG - PASADENA | |||||||
| 1828 L ST NW STE 660 | WASHINGTON | DC | 20036 | NONE | PUBLIC | WELLNESS | $500 |
| PFLAG - PASADENA | |||||||
| 1828 L ST NW STE 660 | WASHINGTON | DC | 20036 | NONE | PUBLIC | WELLNESS | $500 |
| PLANNED PARENTHOOD | |||||||
| 434 WEST 33RD ST | NEW YORK | NY | 10001 | NONE | PUBLIC | WELLNESS | $250 |
| THE HUNTINGTON LIBRARY FNDTN | |||||||
| 1151 OXFORD RD | SAN MARINO | CA | 91108 | NONE | PUBLIC | LITERACY | $684 |
| THE WILDERNESS SOCIETY | |||||||
| 1615 M ST NW | WASHINGTON | DC | 20036 | NONE | PUBLIC | NATURE CONSERVANCY | $1,000 |
| THE WILDERNESS SOCIETY | |||||||
| 1615 M ST NW | WASHINGTON | DC | 20036 | NONE | PUBLIC | NATURE CONSERVANCY | $1,000 |
| WELLESLEY COLLEGE | |||||||
| 106 CENTRAL ST | WELLESLEY | MA | 02481 | NONE | PUBLIC | EDUCATION | $1,000 |
| WELLESLEY COLLEGE | |||||||
| 106 CENTRAL ST | WELLESLEY | MA | 02481 | NONE | PUBLIC | EDUCATION | $1,000 |
| WILLIAMS COLLEGE | |||||||
| 75 PARK ST | WILLIAMSTOWN | MA | 01267 | NONE | PUBLIC | EDUCATION | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $50,634 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $27 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $30,286 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $444,211 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $474,524 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $474,524 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp (4 entries)
| REBECCA HANSEN |
| ALEXANDER E HANSEN |
| LAURIE H SAXTON |
| MARJORIE S SCHULTZ |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (41 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| VERIZON COMMUNICATIONS INC | 2014-02 | PURCHASE | 2014-02 | $44 | $46 | -$2 |
| VERIZON COMMUNICATIONS INC | 2014-02 | PURCHASE | 2014-02 | $44 | $45 | -$1 |
| VODAFONE GROUP PLC | 2010-12 | PURCHASE | 2014-02 | $22 | $26 | -$4 |
| 3M COMPANY | 1990-09 | PURCHASE | 2014-04 | $69,233 | $7,405 | $61,828 |
| AUTOMATIC DATA PROCESSING | 1989-08 | PURCHASE | 2014-04 | $118,579 | $7,385 | $111,194 |
| BANK OF AMERICA CORP | 2013-01 | PURCHASE | 2014-04 | $48,031 | $34,889 | $13,142 |
| BANK OF AMERICA CORP | 2013-02 | PURCHASE | 2014-04 | $14,409 | $10,803 | $3,606 |
| BOEING CO | 2011-08 | PURCHASE | 2014-04 | $54,190 | $27,042 | $27,148 |
| CHESAPEAKE ENERGY CORP | 2013-01 | PURCHASE | 2014-04 | $47,849 | $36,018 | $11,831 |
| CLOUGH GLOBAL OPPORTUNITIES | 2011-10 | PURCHASE | 2014-04 | $37,265 | $32,264 | $5,001 |
| FORD MOTOR CO NEW | 2011-10 | PURCHASE | 2014-04 | $34,562 | $26,139 | $8,423 |
| GENERAL ELECTRIC CO | 2011-08 | PURCHASE | 2014-04 | $35,643 | $22,506 | $13,137 |
| HARLEY DAVIDSON INC | 2002-07 | PURCHASE | 2014-04 | $50,225 | $37,839 | $12,386 |
| HARTFORD FINANCIAL SERVICES | 2012-05 | PURCHASE | 2014-04 | $50,644 | $26,821 | $23,823 |
| ISHARES MSCI PAC EX-JAPAN ETF | 2009-12 | PURCHASE | 2014-04 | $28,920 | $24,310 | $4,610 |
| JOHNSON & JOHNSON | 2005-10 | PURCHASE | 2014-04 | $67,949 | $45,120 | $22,829 |
| KINDER MORGAN INC | 2012-11 | PURCHASE | 2014-04 | $29,135 | $29,458 | -$323 |
| LOEWS CORP | 2013-02 | PURCHASE | 2014-04 | $29,270 | $29,579 | -$309 |
| MERCK & CO INC NEW COM | 2011-10 | PURCHASE | 2014-04 | $45,658 | $26,178 | $19,480 |
| MICRON TECH INC | 2011-10 | PURCHASE | 2014-04 | $46,283 | $9,385 | $36,898 |
| MICROSOFT CORP | 2007-01 | PURCHASE | 2014-04 | $1,176 | $927 | $249 |
| MICROSOFT CORP | 2007-03 | PURCHASE | 2014-04 | $19,606 | $13,919 | $5,687 |
| MICROSOFT CORP | 2007-04 | PURCHASE | 2014-04 | $35,290 | $25,745 | $9,545 |
| NOKIA CP ADR | 2012-04 | PURCHASE | 2014-04 | $32,273 | $22,397 | $9,876 |
| NOKIA CP ADR | 2012-04 | PURCHASE | 2014-04 | $21,271 | $11,019 | $10,252 |
| NOKIA CP ADR | 2012-06 | PURCHASE | 2014-04 | $16,136 | $5,955 | $10,181 |
| PROSHARES SHORT S&P 500 | 2013-01 | PURCHASE | 2014-04 | $23,417 | $31,240 | -$7,823 |
| PROSHARES SHORT S&P 500 | 2013-01 | PURCHASE | 2014-04 | $19,389 | $26,870 | -$7,481 |
| PROSHARES SHORT S&P 500 | 2013-03 | PURCHASE | 2014-04 | $27,698 | $34,785 | -$7,087 |
| VODAFONE GROUP PLC | 2010-12 | PURCHASE | 2014-04 | $12,579 | $16,906 | -$4,327 |
| WAL MART STORES INC | 2006-11 | PURCHASE | 2014-04 | $16,239 | $9,989 | $6,250 |
| WAL MART STORES INC | 2007-03 | PURCHASE | 2014-04 | $17,786 | $11,052 | $6,734 |
| WEYERHAUESER CO | 2013-01 | PURCHASE | 2014-04 | $33,365 | $35,414 | -$2,049 |
| XL GROUP PLC NEW | 2011-06 | PURCHASE | 2014-04 | $24,849 | $17,940 | $6,909 |
| XL GROUP PLC NEW | 2011-08 | PURCHASE | 2014-04 | $24,849 | $15,500 | $9,349 |
| GOODYEAR TIRE & RUBBER | 2013-05 | PURCHASE | 2014-04 | $58,604 | $30,885 | $27,719 |
| ISHARES 20+ YEAR TREAS BOND EFT | 2013-04 | PURCHASE | 2014-04 | $43,084 | $47,957 | -$4,873 |
| LOEWS CORP | 2013-05 | PURCHASE | 2014-04 | $11,359 | $12,116 | -$757 |
| VERIZON COMMUNICATIONS | 2014-02 | PURCHASE | 2014-04 | $7,990 | $8,180 | -$190 |
| VANGUARD GLOBAL EX-US RE | 2014-04 | PURCHASE | 2014-05 | $16,262 | $15,662 | $600 |
| VANGAURD REIT ETF | 2014-04 | PURCHASE | 2014-05 | $16,345 | $15,595 | $750 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| DOUBLELINE TOTAL RETURN | $35,681 | $35,811 |
| PIMCO INCOME FUND | $29,297 | $29,910 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (36 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 3M CO | ||
| ADP INC | ||
| BANK OF AMERICA CORP | ||
| BOEING COMPANY | ||
| CHESAPEAKE ENERGY CORP OKLA | ||
| CLOUGH GLBL OPPORTUNITIES FUND | ||
| FORD MOTOR CO | ||
| GENERAL ELECTRIC CO | ||
| GOODYEAR TIRE & RUBBER | ||
| HARLEY DAVIDSON INC | ||
| HARTFORD FINANCIAL SERVICES CORP | ||
| ISHARES INC MSCI PAC EX JAPAN | ||
| JOHNSON & JOHNSON | ||
| KINDER MORGAN INC | ||
| LOEWS CORP | ||
| MERCK & CO | ||
| MICRON TECHNOLOGY | ||
| MICROSOFT CORP | ||
| NOKIA CORP | ||
| PROSHARES TR SHORT 20+ YR ETF | ||
| VODAFONE GROUP | ||
| WAL MART STORES | ||
| WEYERHAUSER CO | ||
| XL GROUP PCS SHS | ||
| ISHARES MSCI JAPAN ETF | $30,186 | $32,509 |
| ISHARES MSCI PAC EX JAPAN EFT | $22,650 | $27,605 |
| SPDR GOLD TR GOLD SHS | $32,164 | $31,584 |
| SPDR TR SERIES 1 | $157,326 | $172,611 |
| VANGUARD FTSE ALL WO EX-US SC | $24,914 | $25,702 |
| VANGUARD FTSE EMERGING MKTS | $31,560 | $34,731 |
| VANGUARD GROWTH ETF | $321,890 | $361,023 |
| VANGUARD SM CAP GROWTH ETF | $66,902 | $71,433 |
| VANGUARD SM CAP VALUE ETF | $66,995 | $72,329 |
| VANGUARD VALUE ETF INDEX | $332,775 | $359,462 |
| WISDOMTREE EUROPE HEDGED EQ | $52,733 | $53,843 |
| WISDOMTREE TR JAPAN HEDGED EQ | $28,434 | $31,175 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| IVY ASSET STRATEGY 1 | AT COST | $64,897 | $66,496 |
| MAINSTAY MARKETFIELD 1 | AT COST | $48,851 | $48,234 |
| THIRD AVE REAL ESTATE VAL INST | AT COST | $32,145 | $33,191 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PREPAID EXCISE TAX | Desc |
| BOY Book Value | $776 | BOYBookValueAmt |
| EOY Book Value | $258 | EOYBookValueAmt |
| EOYFMV | $258 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| ADR & WIRE TRANSFER FEES | $10 | $10 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ADJUSTED GAINS | Description |
| Amount | $25,976 | Amount |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MGMT FEES | CategoryTxt |
| Amt | $4,298 | Amt |
| Net Investment Income | $4,298 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $4,298 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| FOREIGN TAX | $141 | $141 | $141 |
| EXCISE TAX | $517 |
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