HANSON FAMILY FOUNDATION INC: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- HANSON FAMILY FOUNDATION INC (EIN 13-3780362)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-05-13
- IRS object ID
- 201531339349101918
- Schema version
- 2014v5.0
- 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 Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-05-13T12:52:24-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 131578842 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BUCHBINDER TUNICK & CO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE PENN PLAZA - SUITE 5335 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 101190219 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 133780362 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE HANSON FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HANS | BusinessNameControlTxt |
| Phone | 2126277320 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O FREDRIC HANSON 380 W 12TH ST NO | AddressLine1Txt |
| Address Line2 | APT 6E | AddressLine2Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100147218 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SARAH E HANSON | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2126277320 | PhoneNum |
| Signature | 2015-05-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PETER V RICCI CPA | PreparerPersonNm |
| PTIN | P00000707 | PTIN |
| Phone | 2126955003 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $161,289 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $3,742 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,742 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $18,103 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $135,230 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $18,103 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $21,845 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $21,845 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $636 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $636 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $185 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $185 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,821 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,821 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $22,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $22,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $24,821 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,821 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $22,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$2,976 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $19,024 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,183 | CashBOYAmt |
| Cash EOY | $2,013 | CashEOYAmt |
| Cash EOYFMV | $2,013 | CashEOYFMVAmt |
| Corporate Stock BOY | $157,909 | CorporateStockBOYAmt |
| Corporate Stock EOY | $155,881 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $159,276 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $159,092 | TotalAssetsBOYAmt |
| Total Assets EOY | $157,894 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $161,289 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $159,092 | CapitalStockBOYAmt |
| Capital Stock EOY | $157,894 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $159,092 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $157,894 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $159,092 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $157,894 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $159,092 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$2,976 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,000 | OtherIncreasesAmt |
| Subtotal | $158,116 | SubtotalAmt |
| Other Decreases | $222 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $157,894 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | 2357 SHS ISHARES TR MSCI ACWI ETF | PropertyDesc |
| Acquired | 2013-02-22 | AcquiredDt |
| Sold | 2014-12-15 | SoldDt |
| Gross Sales Price | $135,230 | GrossSalesPriceAmt |
| Cost Or Other Basis | $117,127 | CostOrOtherBasisAmt |
| Gain Or Loss | $18,103 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $18,103 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $18,103 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $23,423 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $179,464 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.130516 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $22,380 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $181,844 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.123073 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $23,142 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $212,435 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.108937 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $22,959 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $222,462 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.103204 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $20,204 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $206,377 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.097899 | DistributionYr5Rt |
| Total Distribution | 0.563629 | TotalDistributionRt |
| Average Distribution | 0.112726 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $175,514 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $19,785 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $190 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $19,975 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $22,000 | 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 | $190 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $190 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $190 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,102 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,102 | TotalPaymentsAndCreditsAmt |
| Overpayment | $912 | OverpaymentAmt |
| Applied To ES Tax | $912 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | FREDRIC HANSON | IndividualWithBooksNm |
| Phone | 2126277320 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 380 WEST 12TH STREET APT 6E | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100147218 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| MARGERY W HANSON | |||||||||
| C/O FREDERIC HANSON 380 WEST 12TH | STREET APT 6E | NEW YORK | NY | 100147218 | DIRECTOR, PRESIDENT | 0.25 | $0 | $0 | $0 |
| FREDRIC HANSON | |||||||||
| 380 WEST 12TH STREET APT 6E | NEW YORK | NY | 100147218 | DIRECTOR, VP, SECRETARY | 0.25 | $0 | $0 | $0 | |
| DIANA HANSON KASH | |||||||||
| C/O FREDERIC HANSON 380 WEST 12TH | STREET APT 6E | NEW YORK | NY | 100147218 | DIRECTOR | 0.25 | $0 | $0 | $0 |
| SARAH E HANSON | |||||||||
| C/O FREDERIC HANSON 380 WEST 12TH | STREET APT 6E | NEW YORK | NY | 100147218 | DIRECTOR, TREASURER | 0.25 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $176,527 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,660 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $178,187 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $178,187 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,673 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $175,514 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $8,776 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $8,776 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $190 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $190 | TotalTaxAmt |
| Distributable Before Adj | $8,586 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $8,586 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $8,586 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $22,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $22,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $190 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $21,810 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $8,586 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $9,992 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $12,079 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $12,589 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $13,326 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $14,642 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $62,628 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $22,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $8,586 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $13,414 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $76,042 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $9,992 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $66,050 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $12,079 | ExcessFromYear4Amt |
| Excess From Year3 | $12,589 | ExcessFromYear3Amt |
| Excess From Year2 | $13,326 | ExcessFromYear2Amt |
| Excess From Year1 | $14,642 | ExcessFromYear1Amt |
| Excess From Current Year | $13,414 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MARGERY W HANSON | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| COALITION FOR THE HOMELESS | |||||||
| 89 CHAMBERS STREET | NEW YORK | NY | 10007 | NONE | PUBLIC CHARITY | GENERAL | $1,500 |
| COMMUNITY PARTNERS FOR AFFORDABLE HOUSING | |||||||
| PO BOX 23206 | TIGARD | OR | 97281 | NONE | PUBLIC CHARITY | GENERAL | $250 |
| GRAND ASPIRATIONS | |||||||
| 413 WACOUTA STREET SUITE 400 | ST PAUL | MN | 55101 | NONE | PUBLIC CHARITY | GENERAL | $3,000 |
| GROWING HOME | |||||||
| 2732 N CLARK STREET | CHICAGO | IL | 60604 | NONE | PUBLIC CHARITY | GENERAL | $300 |
| INSIGHT MEDITATION SOCIETY | |||||||
| 1230 PLEASANT STREET | BARRE | MA | 01005 | NONE | PUBLIC CHARITY | GENERAL | $500 |
| LAKE STREET CHURCH | |||||||
| 607 LAKE STREET | EVANSTON | IL | 60201 | NONE | PUBLIC CHARITY | GENERAL | $300 |
| LAMBDA LEGAL DEFENSE AND EDUCATION FUND | |||||||
| 120 WALL STREET SUITE 1500 | NEW YORK | NY | 10005 | NONE | PUBLIC CHARITY | GENERAL | $1,000 |
| OXFAM AMERICA | |||||||
| 26 WEST STREET | BOSTON | MA | 02111 | NONE | PUBLIC CHARITY | GENERAL | $2,500 |
| TETON REGIONAL LAND TRUST | |||||||
| PO BOX 247 | DRIGGS | ID | 83422 | NONE | PUBLIC CHARITY | GENERAL | $5,000 |
| VALLEY ADVOCATES FOR RESPONSIBLE DEVELOPMENT (VARD) | |||||||
| PO BOX 1164 | DRIGGS | ID | 83422 | NONE | PUBLIC CHARITY | GENERAL | $3,000 |
| YOUTH ORGANIZATION UMBRELLA (YOU) | |||||||
| 1027 SHERMAN AVENUE | EVANSTON | IL | 60202 | NONE | PUBLIC CHARITY | GENERAL | $1,000 |
| ILLINOIS CAUCUS FOR ADOLESCENT HEALTH | |||||||
| 226 S WABASH AVE 900 | CHICAGO | IL | 60604 | NONE | PUBLIC CHARITY | GENERAL | $200 |
| ANGELIC ORGANICS LEARNING CENTER | |||||||
| 1547 ROCKTON RD | CALEDONIA | IL | 61011 | NONE | PUBLIC CHARITY | GENERAL | $250 |
| 350 VERMONT | |||||||
| 255 S CHAMPLAIN ST SUITE 11 | BURLINGTON | VT | 05401 | NONE | PUBLIC CHARITY | GENERAL | $200 |
| LEVELING THE PLAYING FIELD | |||||||
| 6001 MONTROSE ROAD STE 711 | ROCKVILLE | MD | 20852 | NONE | PUBLIC CHARITY | GENERAL | $2,000 |
| NATIONAL RESOURCES DEFENSE COUNCIL | |||||||
| 40 WEST 20TH STREET | NEW YORK | NY | 10011 | NONE | PUBLIC CHARITY | GENERAL | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $22,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,742 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $18,103 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $21,845 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $21,845 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BUCHBINDER TUNICK & CO | CategoryTxt |
| Amt | $2,000 | Amt |
| Net Investment Income | $2,000 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 369 SHS ISHARES CORE TOTAL US BOND (AGG) MARKET ETF | $40,782 | $40,634 |
| 2357 SHS ISHARES MSCI ACWI INDEX FD (ACWI) | $0 | $0 |
| 1035 SHS ISHARES RUSSELL | $115,099 | $118,642 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERIOD ADJUSTMENT | Desc |
| Amt | $222 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FOREIGN TAX | Desc |
| Revenue And Expenses Per Books | $185 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $185 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER | Desc |
| Amt | $2,000 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BARCLAYS INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $636 | Amt |
| Net Investment Income | $636 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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