ROBERT E HANSEN FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- ROBERT E HANSEN FAMILY FOUNDATION (EIN 76-0259279)
- Tax period
- 2024-09-01 to 2025-08-31
- Filed
- 2025-12-09
- IRS object ID
- 202543439349100209
- Schema version
- 2024v5.0
- 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
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-12-09T15:27:18-05:00 | ReturnTs |
| Tax Period End | 2025-08-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 851076316 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BACON CPA LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 253 N 1ST AVE STOP 7 | AddressLine1Txt |
| City | STURGEON BAY | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54235 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-09-01 | 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 | BusinessNameLine1Txt |
| Business Name Line2 | FAMILY FOUNDATION | BusinessNameLine2Txt |
| 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 | AddressLine1Txt |
| City | STURGEON BAY | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54235 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALEXANDER E HANSEN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Signature | 2025-12-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | INGE ALVERSON BACON | PreparerPersonNm |
| PTIN | P01238087 | PTIN |
| Phone | 9204210923 | PhoneNum |
| Preparation | 2025-12-05 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,425,068 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
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 | $21 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $21 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $21 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $43,889 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $43,889 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $43,889 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $50,226 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $524,033 | GrossSalesPriceAmt |
| Total Rev And Expnss | $94,136 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $43,910 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $43,910 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $1,550 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $10,774 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $10,774 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $10,774 | OtherProfFeesAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $12,324 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $10,774 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $10,774 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $118,700 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $118,700 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $131,024 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $10,774 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $10,774 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $118,700 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$36,888 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $33,136 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $33,136 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $924 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $6,043 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $6,043 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,261,574 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,232,511 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,418,425 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $561 | OtherAssetsBOYAmt |
| Other Assets EOY | $600 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $600 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,263,059 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,239,154 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,425,068 | TotalAssetsEOYFMVAmt |
| Grants Payable EOY | $13,500 | GrantsPayableEOYAmt |
| Total Liabilities EOY | $13,500 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $1,263,059 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $1,225,654 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,263,059 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,225,654 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,263,059 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,239,154 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,263,059 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$36,888 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,226,171 | SubtotalAmt |
| Other Decreases | $517 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,225,654 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $461 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $461 | SubtotalAmt |
| Tax Based On Investment Income | $461 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $600 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $600 | TotalPaymentsAndCreditsAmt |
| Overpayment | $139 | OverpaymentAmt |
| Applied To ES Tax | $139 | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INGE BACON | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9204210923 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 253 N 1ST AVE | AddressLine1Txt |
| City | STURGEON BAY | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54235 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (8 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| REBECCA HANSEN | ||||||||
| 3622 PEPPERMILL RD | HOUSTON | TX | 77080 | SECY & ASST | 000.00 | $0 | $0 | $0 |
| ALEXANDER E HANSEN | ||||||||
| 3463 VOSBURG ST | PASADENA | CA | 91107 | PRESIDENT | 000.00 | $0 | $0 | $0 |
| LAURIE H SAXTON | ||||||||
| 5865 CHAMPION LANE | AVE MARIA | FL | 34142 | VP & ASST TR | 000.00 | $0 | $0 | $0 |
| KARTIK HANSEN | ||||||||
| 12 RIDGE LANE | ORINDA | CA | 94563 | TRUSTEE | 000.00 | $0 | $0 | $0 |
| JULIA XENAKIS CAMBRA | ||||||||
| 3618 PEPPERMILL ROAD | HOUSTON | TX | 77098 | TRUSTEE | 000.00 | $0 | $0 | $0 |
| LINDSEY HANSEN BOHRER | ||||||||
| 568 BLUFF DRIVE | LA CRESCENT | MN | 55947 | TRUSTEE | 000.00 | $0 | $0 | $0 |
| EVAN HANSEN | ||||||||
| 5722 25TH AVE NE | SEATTLE | WA | 98105 | TRUSTEE | 000.00 | $0 | $0 | $0 |
| HAYLEY SAXTON DIMARCO | ||||||||
| 36 WINFORD WAY | MEDFORD | MA | 02155 | TRUSTEE | 000.00 | $0 | $0 | $0 |
| 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 | $2,274,850 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $25,321 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,300,171 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $2,300,171 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $34,503 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,265,668 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $113,283 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $113,283 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $461 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $461 | TotalTaxAmt |
| Distributable Before Adj | $112,822 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $112,822 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $112,822 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $118,700 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $118,700 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $112,822 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $4,643 | UndistributedIncomePYAmt |
| Qualifying Distributions | $118,700 | QualifyingDistributionsAmt |
| Applied To Year1 | $4,643 | AppliedToYear1Amt |
| Applied To Current Year | $112,822 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,235 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,235 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $1,235 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $1,235 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (106 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALZHEIMERS LOS ANGELES | |||||||
| 4221 WILSHIRE BLVD 400 | LOS ANGELES | CA | 90010 | NONE | PUBLIC | HUMAN SERVICES | $250 |
| AMERICAN BIRD CONSERVANCY | |||||||
| PO BOX 249 | THE PLAINS | VA | 20198 | NONE | PUBLIC | NATURAL RES CONSERVATION | $1,000 |
| AMERICAN HEART ASSOCIATION | |||||||
| 7272 GREENVILLE AVE | DALLAS | TX | 752314596 | NONE | PUBLIC | MEDICAL RESEARCH | $100 |
| AMERICAN RED CROSS | |||||||
| 431 18TH ST NW | WASHINGTON | DC | 20006 | NONE | PUBLIC | DISASTER RELIEF | $350 |
| ALSTROM SYNDROME INTERNATIONAL | |||||||
| 251 SW WILSHIRE BLVD 124 | BURLESON | TX | 76208 | NONE | PUBLIC | HUMAN SERVICES | $2,000 |
| BOYS & GIRLS CLUB OF DOOR COUNTY | |||||||
| 55 S 3RD AVE | STURGEON BAY | WI | 54235 | NONE | PUBLIC | YOUTH DEVELOPMENT | $1,000 |
| BOYS & GIRLS CLUB OF DOOR COUNTY | |||||||
| 55 S 3RD AVE | STURGEON BAY | WI | 54235 | NONE | PUBLIC | YOUTH DEVELOPMENT | $1,000 |
| BRIDGE COMMUNITIES | |||||||
| 466 FOOTHILL BLVD 320 | LA CANADA | CA | 91011 | NONE | PUBLIC | HOMELESS SERVICES | $500 |
| BRYN MAWR COLLEGE | |||||||
| 100 N MERION AVENUE | BRYN MAWR | PA | 19010 | NONE | PUBLIC | EDUCATION | $10,000 |
| CALIFORNIA FIRE FOUNDATION | |||||||
| 1780 CREEKSIDE OAKS DR | SACRAMENTO | CA | 95833 | NONE | PUBLIC | DISASTER RELIEF | $250 |
| CAMP KESEM | |||||||
| 440 N BARRANCA AVE | COVINA | CA | 91723 | NONE | PUBLIC | CHILDREN'S & YOUTH SERVICES | $2,000 |
| CARE | |||||||
| 1825 I STREET NW SUITE 3 | WASHINGTON | DC | 20006 | NONE | PUBLIC | INTERNATIONAL RELIEF | $500 |
| CENTER FOR CULTURAL INNOVATIONS | |||||||
| 244 S SAN PEDRO ST 401 | LOS ANGELES | CA | 90012 | NONE | PUBLIC | ARTS | $250 |
| CHARITY NAVIGATOR | |||||||
| 299 MARKET ST 250 | SADDLE BROOK | NJ | 07663 | NONE | PUBLIC | PHILANTHROPIC GIVING | $50 |
| CHRYSALIS AUTISM CENTER | |||||||
| 1547 CHERRY RD | ROCK HILL | SC | 29732 | NONE | PUBLIC | CHILDREN'S & YOUTH SERVICES | $4,000 |
| CORNELL LAB OF ORNITHOLOGY | |||||||
| 300 DAY HALL | ITHACA | NY | 14853 | NONE | PUBLIC | EDUCATION | $3,000 |
| CRADLES TO CRAYONS | |||||||
| 281 NEWTONVILLE AVE | NEWTONVILLE | MA | 02460 | NONE | PUBLIC | CHILDREN'S & YOUTH SERVICES | $1,000 |
| CURTIS PARENT ORGANIZATION | |||||||
| 22 PRATTS MILL RD | SUDBURY | MA | 01776 | NONE | PUBLIC | EDUCATION | $1,000 |
| DOCTORS WITHOUT BORDERS | |||||||
| 333 7TH AVENUE 2ND FLOOR | NEW YORK | NY | 10001 | NONE | PUBLIC | DISASTER RELIEF | $500 |
| DOCTORS WITHOUT BORDERS | |||||||
| 333 7TH AVENUE 2ND FLOOR | NEW YORK | NY | 10001 | NONE | PUBLIC | DISASTER RELIEF | $1,000 |
| DOOR COUNTY LAND TRUST | |||||||
| 217 N FOURTH AVE | STURGEON BAY | WI | 54235 | NONE | PUBLIC | NATURAL RES CONSERVATION | $1,000 |
| DOOR OF HOPE | |||||||
| PO BOX 09455 | PASADENA | CA | 91109 | NONE | PUBLIC | HUMAN SERVICES | $1,500 |
| DOOR OF HOPE | |||||||
| PO BOX 09455 | PASADENA | CA | 91109 | NONE | PUBLIC | HUMAN SERVICES | $1,000 |
| ELIZABETH HOUSE | |||||||
| PO BOX 94077 | PASADENA | CA | 911094077 | NONE | PUBLIC | HOMELESS SERVICES | $250 |
| ENVIRONMENTAL DEFENSE FUND | |||||||
| 257 PARK AVENUE SOUTH | NEW YORK | NY | 10010 | NONE | PUBLIC | NATURAL RES CONSERVATION | $350 |
| FEED AND CLOTHE MY PEOPLE | |||||||
| 204 N 24TH AVE | STURGEON BAY | WI | 54235 | NONE | PUBLIC | HUMAN SERVICES | $1,000 |
| FEEDING AMERICA | |||||||
| 161 NORTH CLARK ST 700 | CHICAGO | IL | 60601 | NONE | PUBLIC | HUNGER RELIEF | $1,000 |
| FEEDING AMERICA | |||||||
| 161 NORTH CLARK ST700 | CHICAGO | IL | 60601 | NONE | PUBLIC | HUNGER RELIEF | $1,000 |
| FINGER LAKES LAND TRUST | |||||||
| 202 EAST COURT ST | ITHACA | NY | 14850 | NONE | PUBLIC | NATURAL RES CONSERVATION | $1,000 |
| FINGER LAKES LAND TRUST | |||||||
| 202 EAST COURT ST | ITHACA | NY | 14850 | NONE | PUBLIC | NATURAL RES CONSERVATION | $2,000 |
| FRIENDS IN DEED | |||||||
| 444 E WASHINGTON BLVD | PASADENA | CA | 91104 | NONE | PUBLIC | ANTI POVERTY | $1,000 |
| FRIENDS IN DEED | |||||||
| 444 E WASHINGTON BLVD | PASADENA | CA | 91104 | NONE | PUBLIC | ANTI POVERTY | $3,000 |
| FRIENDS OF COLORADO AVALANCHE INFO | |||||||
| PO BOX 1117 | EVERGREEN | CO | 80437 | NONE | PUBLIC | AVALANCHE AWARENESS | $1,000 |
| GRACE CENTER TEXAS | |||||||
| 615 E WALNUT ST 100 | GARLAND | TX | 75040 | NONE | PUBLIC | HEALTH & WELLNESS | $1,000 |
| GREENPEACE | |||||||
| 1300 EYE ST NW 1100 EAST | WASHINGTON | DC | 20005 | NONE | PUBLIC | ENVIRONMENTAL PROTECTION | $1,000 |
| GREATER BOSTON FOOD BANK | |||||||
| 70 S BAY AVENUE | BOSTON | MA | 02118 | NONE | PUBLIC | HUMAN SERVICES | $1,000 |
| HABITAT FOR HUMANITY | |||||||
| 410 N 14TH AVENUE | STURGEON BAY | WI | 54235 | NONE | PUBLIC | HOUSING DEVELOPMENT | $400 |
| HEIFER INTERNATIONAL | |||||||
| 1 WORLD AVENUE | LITTLE ROCK | AR | 72202 | NONE | PUBLIC | INTL AGRICULTURE DEVELOPMENT | $500 |
| HOUSTON TOOL BANK | |||||||
| 1215 GAZIN ST | HOUSTON | TX | 77020 | NONE | PUBLIC | NONPROFIT SUPPORT | $250 |
| HOVING HOME | |||||||
| 40 WALTER HOVING RD | GARRISON | NY | 10524 | NONE | PUBLIC | ALCOHOL & DRUG TREATMENT | $300 |
| INTERNATIONAL CRANE FOUNDATION | |||||||
| E 11376 SHADE LANE ROAD | BARABOO | WI | 53913 | NONE | PUBLIC | WILDLIFE CONSERVATION | $1,000 |
| JAK'S PLACE | |||||||
| PO BOX 791 | STURGEON BAY | WI | 54235 | NONE | PUBLIC | HUMAN SERVICES | $5,000 |
| JAK'S PLACE | |||||||
| PO BOX 791 | STURGEON BAY | WI | 54235 | NONE | PUBLIC | HUMAN SERVICES | $4,000 |
| KIDS MEALS INC | |||||||
| 330 GARDEN OAKS | HOUSTON | TX | 77018 | NONE | PUBLIC | HUNGER RELIEF | $250 |
| KUSC | |||||||
| PO BOX 7913 | LOS ANGELES | CA | 90015 | NONE | PUBLIC | PUBLIC MEDIA | $120 |
| LINCOLN SUDBURY PARENT ORGANIZATION | |||||||
| 390 LINCOLN RD | SUDBURY | MA | 01776 | NONE | PUBLIC | EDUCATION | $1,000 |
| LOS ANGELES ARBORETUM FOUNDATION | |||||||
| 301 N BALDWIN AVE | ARCADIA | CA | 91007 | NONE | PUBLIC | NATURAL RES CONSERVATION | $750 |
| LOS ANGELES FOOD BANK | |||||||
| 1734 E 41ST ST | LOS ANGELES | CA | 90058 | NONE | PUBLIC | HUNGER RELIEF | $500 |
| LOS ANGELES FOOD BANK | |||||||
| 1734 E 41ST ST | LOS ANGELES | CA | 90058 | NONE | PUBLIC | HUNGER RELIEF | $500 |
| LOS ANGELES LGBT CENTER | |||||||
| 1625 SCHRADER BLVD | LOS ANGELES | CA | 90028 | NONE | PUBLIC | LGBTQ RIGHTS | $250 |
| LOS ANGELES MISSION | |||||||
| 303 EAST 5TH ST | LOS ANGELES | CA | 90060 | NONE | PUBLIC | HOMELESS SERVICES | $400 |
| MADD | |||||||
| 511 E JOHN CARPENTER FREE | IRVING | TX | 75062 | NONE | PUBLIC | HEALTH & SOCIAL SERVICES | $250 |
| MARKETPLACE AMERICAN PUBLIC MEDIA | |||||||
| 480 CEDAR ST | ST PAUL | MN | 55101 | NONE | PUBLIC | PUBLIC RADIO | $500 |
| MERCY SHIPS | |||||||
| PO BOX 2020 | GARDEN VALLEY | TX | 75771 | NONE | PUBLIC | HUMAN SERVICES | $500 |
| METROPOLITAN OPERA | |||||||
| 30 LINCOLN CENTER | NEW YORK | NY | 10023 | NONE | PUBLIC | OPERA | $500 |
| NATIONAL AUDUBON SOCIETY | |||||||
| 225 VARICK ST | NEW YORK | NY | 10014 | NONE | PUBLIC | WILDLIFE PROTECTION | $500 |
| NATIONAL MS SOCIETY | |||||||
| PO BOX 91891 | WASHINGTON | DC | 200901891 | NONE | PUBLIC | MEDICAL RESEARCH | $2,000 |
| NATIONAL MS SOCIETY | |||||||
| PO BOX 91891 | WASHINGTON | DC | 200901891 | NONE | PUBLIC | MEDICAL RESEARCH | $2,000 |
| NATURE CONSERVANCY | |||||||
| 4245 N FAIRFAX DR 100 | ARLINGTON | VA | 22203 | NONE | PUBLIC | NATURAL RES CONSERVATION | $2,000 |
| NEW VOCATIONS AT MEREWORTH FARM | |||||||
| 719 DOLAN LANE | LEXINGTON | KY | 40511 | NONE | PUBLIC | RACEHORSE ADOPTION PROGRAM | $4,000 |
| NORTHWEST AVALANCHE CENTER | |||||||
| 7600 SAND POINT WAY NE | SEATTLE | WA | 98115 | NONE | PUBLIC | AVALANCHE AWARENESS | $500 |
| NORTHWEST HARVEST | |||||||
| 1915 4TH AVE S | SEATTLE | WA | 98134 | NONE | PUBLIC | HUNGER RELIEF | $1,000 |
| OASIS OF HOLLYWOOD | |||||||
| 2301 BELLEVIEW AVE 848 | LOS ANGELES | CA | 90026 | NONE | PUBLIC | YOUTH DEVELOPMENT | $300 |
| ONE VOICE CHILDREN'S CHOIR | |||||||
| 761 W HONDA PARK DR | BLUFFDALE | UT | 84065 | NONE | PUBLIC | YOUTH DEVELOPMENT | $250 |
| ORINDA NETWORK FOR EDUCATION | |||||||
| 21 ORDINA WAY 123 | ORINDA | CA | 94563 | NONE | PUBLIC | EDUCATION | $5,000 |
| OXFAM AMERICA | |||||||
| 1101 17TH ST NW 1300 | WASHINGTON | DC | 20036 | NONE | PUBLIC | INTERNATIONAL DEV & RELIEF | $500 |
| OXFAM AMERICA | |||||||
| 1101 17TH ST NW 1300 | WASHINGTON | DC | 20036 | NONE | PUBLIC | INTERNATIONAL DEV & RELIEF | $1,000 |
| OXFAM AMERICA | |||||||
| 1101 17TH ST NW 1300 | WASHINGTON | DC | 20036 | NONE | PUBLIC | INTERNATIONAL DEV & RELIEF | $1,000 |
| PBS SO CAL | |||||||
| 3080 BRISTOL ST 100 | COSTA MESA | CA | 92626 | NONE | PUBLIC | PUBLIC TELEVISION | $500 |
| PBS SO CAL | |||||||
| 3080 BRISTOL ST 100 | COSTA MESA | CA | 92626 | NONE | PUBLIC | PUBLIC TELEVISION | $1,000 |
| PFLAG PASADENA | |||||||
| PO BOX 125 | ALTADENA | CA | 91003 | NONE | PUBLIC | LGBTQ RIGHTS | $500 |
| PLANNED PARENTHOOD | |||||||
| PO BOX 97166 | WASHINGTON | DC | 20090 | NONE | PUBLIC | HEALTH & SOCIAL SERVICES | $2,000 |
| PLANNED PARENTHOOD | |||||||
| PO BOX 97166 | WASHINGTON | DC | 20090 | NONE | PUBLIC | HEALTH & SOCIAL SERVICES | $1,000 |
| PRINCETON THEOLOGICAL SEMINARY | |||||||
| 64 MERCER ST | PRINCETON | NJ | 08540 | NONE | PUBLIC | GRADUATE, PROFESSIONAL | $100 |
| PROJECT ANGEL FOOD | |||||||
| 922 VINE ST | LOS ANGELES | CA | 90038 | NONE | PUBLIC | HUNGER RELIEF | $250 |
| PUBLIC COUNSEL | |||||||
| 610 SOUTH ARDMORE AVE | LOS ANGELES | CA | 90005 | NONE | PUBLIC | LEGAL AID | $250 |
| PUBLIC COUNSEL | |||||||
| 610 SOUTH ARDMORE AVE | LOS ANGELES | CA | 90005 | NONE | PUBLIC | LEGAL AID | $500 |
| RAIN FOREST TRUST | |||||||
| 7200 LINEWEAVER RD 100 | WARRENTON | VA | 20187 | NONE | PUBLIC | NATURAL RES CONSERVATION | $1,000 |
| SALVATION ARMY | |||||||
| PO BOX 269 | ALEXANDRIA | VA | 22313 | NONE | PUBLIC | FAMILY SERVICES | $500 |
| SANDY HOOK PROMISE FOUNDATION | |||||||
| PO BOX 3489 | NEWTOWN | CT | 06470 | NONE | PUBLIC | PREVENT GUN VIOLENCE | $250 |
| SAVE THE CHILDREN | |||||||
| 501 KINGS HIGHWAY E 400 | FAIRFIELD | CT | 06825 | NONE | PUBLIC | HUMANITARIAN AGENCY | $1,000 |
| SCARLET HOPE | |||||||
| PO BOX 175914 | COVINGTON | KY | 41017 | NONE | PUBLIC | RELIGIOUS | $1,000 |
| SCHOOL OF THE WOODS | |||||||
| 1321 WIRT RD | HOUSTON | TX | 77055 | NONE | PUBLIC | EDUCATION | $1,000 |
| SOUTHERN CALIFORNIA PUBLIC RADIO | |||||||
| 474 SOUTH RAYMOND AVE | PASADENA | CA | 91105 | NONE | PUBLIC | PUBLIC RADIO | $250 |
| ST JUDE'S CHILDRENS HOSPITAL | |||||||
| 262 DANNY THOMAS PL | MEMPHIS | TN | 38105 | NONE | PUBLIC | MEDICAL RESEARCH | $1,000 |
| STAR OF HOPE | |||||||
| 2575 REED RD | HOUSTON | TX | 77051 | NONE | PUBLIC | HOMELESS SERVICES | $500 |
| STURGEON BAY HIGH SCHOOL | |||||||
| 1230 MICHIGAN ST | STURGEON BAY | WI | 54235 | NONE | PUBLIC | EDUCATION | $5,000 |
| SUDBURY COMMUNITY FOOD PANTRY | |||||||
| 160 CONCORD RD | SUDBURY | MA | 01776 | NONE | PUBLIC | HUNGER RELIEF | $500 |
| SUMMIT COUNTY RESCUE GROUP | |||||||
| PO BOX 1794 | BRECKENRIDGE | CO | 80424 | NONE | PUBLIC | SEARCH & RESCUE | $1,000 |
| THE HUB HOUSTON | |||||||
| 5237 DOW RD | HOUSTON | TX | 77040 | NONE | PUBLIC | EDUCATION | $2,000 |
| THE HUNTINGTON LIBRARY | |||||||
| 1151 OXFORD RD | SAN MARINO | CA | 91108 | NONE | PUBLIC | LIBRARY | $1,330 |
| THE OCEAN CONSERVANCY | |||||||
| 1300 19TH ST NW | WASHINGTON | DC | 20036 | NONE | PUBLIC | ENVIRONMENTAL PROTECTION | $2,000 |
| UNION RESCUE MISSION | |||||||
| 545 SAN PEDRO ST | LOS ANGELES | CA | 90013 | NONE | PUBLIC | HOMELESS SERVICES | $1,000 |
| UNION STATION HOMELESS SERVICES | |||||||
| 825 E ORANGE GROVE BLVD | PASADENA | CA | 91104 | NONE | PUBLIC | HOMELESS SERVICES | $1,000 |
| UNION STATION | |||||||
| 412 S RAYMOND | PASADENA | CA | 91105 | NONE | PUBLIC | HOMELESS SERVICES | $1,000 |
| UNION STATION | |||||||
| 412 S RAYMOND | PASADENA | CA | 91105 | NONE | PUBLIC | HOMELESS SERVICES | $500 |
| WBUR | |||||||
| 890 COMMONWEALTH AVE | BOSTON | MA | 02215 | NONE | PUBLIC | PUBLIC RADIO | $250 |
| WELLESLEY COLLEGE | |||||||
| 106 CENTRAL ST | WELLESLEY | MA | 02481 | NONE | PUBLIC | EDUCATION | $1,000 |
| WHITE HORSE BLACK MOUNTAIN | |||||||
| 105 MONTREAT RD | BLACK MOUNTAIN | NC | 28711 | NONE | PUBLIC | COMMUNITY FUND | $1,000 |
| WILLIAMS COLLEGE | |||||||
| 75 PARK ST | WILLIAMSTOWN | MA | 01267 | NONE | PUBLIC | EDUCATION | $500 |
| WISCONSIN PUBLIC RADIO | |||||||
| 821 UNIVERSITY AVE | MADISON | WI | 53706 | NONE | PUBLIC | PUBLIC RADIO | $250 |
| WORLD CENTRAL KITCHEN | |||||||
| PO BOX 96538 | WASHINGTON | DC | 20090 | NONE | PUBLIC | HUNGER RELIEF | $250 |
| WORLD FOOD PROGRAM | |||||||
| 1725 I ST NW 510 | WASHINGTON | DC | 20006 | NONE | PUBLIC | HUNGER RELIEF | $1,000 |
| WORLD VISION | |||||||
| PO BOX 9716 | FEDERAL WAY | WA | 98063 | NONE | PUBLIC | INTERNATIONAL DEV & RELIEF | $250 |
| WORLD WILDLIFE FUND | |||||||
| 1250 24TH ST NW | WASHINGTON | DC | 20037 | NONE | PUBLIC | NATURAL RES CONSERVATION | $400 |
| WORLD WILDLIFE FUND | |||||||
| 1250 24TH ST NW | WASHINGTON | DC | 20037 | NONE | PUBLIC | NATURAL RES CONSERVATION | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $118,700 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $21 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $43,889 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $50,226 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $94,136 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $94,136 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $1,550 | Amt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (2 entries)
| AssetAssetDesc | How AcquiredHowAcquiredTxt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | PURCHASE | $214,898 | $229,727 | -$14,829 |
| PUBLICLY TRADED SECURITIES | PURCHASE | $309,135 | $244,080 | $65,055 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (19 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CALAMOS MARKET NEUTRAL INC | $36,771 | $43,951 |
| CATALYST MILLBURN HGD STRAT I | $51,535 | $57,485 |
| FEDERATED HERMES GOVT OBL | $73,127 | $73,127 |
| HEALTH CARE SEL SECT SPDR FD | $26,884 | $26,661 |
| INDUSTRIAL SEL SEC SPDR FD | $40,923 | $45,907 |
| ISHARES MSCI EMRG MKT ETF | $77,157 | $86,700 |
| ISHARES MSCI INDIA ETF | $42,657 | $40,492 |
| SPDR BLOOMBERG 1-3 MO T-B | ||
| SPDR S&P 500 ETF TRUST | $23,050 | $81,276 |
| UTILITIES SEL SECT SPDR FUND | $61,671 | $70,492 |
| VANECK GOLD MINERS ETF | $24,277 | $50,662 |
| VANGUARD FINANCIALS ETF | $51,165 | $56,615 |
| VANGUARD FTSE DEV MKTS | $243,476 | $388,014 |
| VANGUARD FTSE EMERGING MKTS | ||
| VANGUARD GROWTH ETF | $132,447 | $652,616 |
| VANGUARD REAL ESTATE ETF | $57,285 | $57,742 |
| VANGUARD SM CAP GROWTH ETF | $29,129 | $72,090 |
| VANGUARD SM CAP VALUE ETF | $43,718 | $93,334 |
| VANGUARD VALUE ETF INDEX | $217,239 | $521,261 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| PREPAID EXCISE TAX | $560 | $600 | $600 |
| ROUNDING | $1 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| PRIOR YEAR EXCISE TAX | $4 |
| COST BASIS ADJUSTMENTS | $513 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MGMT FEES | CategoryTxt |
| Amt | $10,774 | Amt |
| Net Investment Income | $10,774 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $10,774 | AdjustedNetIncomeAmt |
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