HANSON FAMILY FOUNDATION INC: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- HANSON FAMILY FOUNDATION INC (EIN 13-3780362)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-05-13
- IRS object ID
- 201341339349100969
- Schema version
- 2012v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-13T10:38:12-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 131578842 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BUCHBINDER TUNICK & CO LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE PENN PLAZA | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 101190219 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 133780362 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE HANSON FAMILY FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | HANS | NameControl |
| Phone | 2126277320 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O FREDRIC HANSON 380 W 12TH ST NO | AddressLine1 |
| Address Line2 | APT 6E | AddressLine2 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 100147218 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | SARAH E HANSON | Name |
| Title | PRESIDENT | Title |
| Phone | 2126277320 | Phone |
| Date Signed | 2013-05-08 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | PETER V RICCI CPA | Name |
| PTIN | P00000707 | PTIN |
| Phone | 2126955003 | Phone |
| Date Prepared | 2013-05-08 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 175231 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 0 | ContriReceivedRevAndExpnss |
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Dividends Rev And Expnss | 4492 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 4492 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | -5441 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 86634 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 0 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | -949 | TotalRevenueAndExpenses |
| Total Net Investment Income | 4492 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 2537 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 1268 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 1269 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 1246 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 1246 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 0 | OtherProfFeesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 253 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 123 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 130 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 4036 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 2637 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 1399 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 21000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 21000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 25036 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 2637 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 22399 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -25985 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 1855 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 17705 | CashBOY |
| Cash EOY | 9842 | CashEOY |
| Cash EOYFMV | 9842 | CashEOYFMV |
| Investments Corp Stock BOY | 180721 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 162599 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 165389 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 198426 | TotalAssetsBOY |
| Total Assets EOY | 172441 | TotalAssetsEOY |
| Total Assets EOYFMV | 175231 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 198426 | CapitalStockBOY |
| Capital Stock EOY | 172441 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 0 | RetainedEarningsBOY |
| Retained Earnings EOY | 0 | RetainedEarningsEOY |
| Total Net Assets BOY | 198426 | TotalNetAssetsBOY |
| Total Net Assets EOY | 172441 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 198426 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 172441 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 198426 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -25985 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 172441 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 172441 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (3 entries)
| Description Of AssetDescriptionOfAsset | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses | How AcquiredHowAcquired |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | 86633 | 91956 | -5323 | -5323 | |
| PASSTHROUGH FROM POWERSHARES DB K-1 | 119 | -119 | -119 | ||
| CAPITAL GAINS DIVIDENDS | 1 | 1 | 1 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -5441 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 23142 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 212435 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.108937 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 22959 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 222462 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.103204 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 20204 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 206377 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.097899 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 33217 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 285745 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.116247 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 32850 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 349561 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.093975 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.520262 | TotalDistributionRatio |
| Average Distribution Ratio | 0.104052 | AverageDistributionRatio |
| Net Noncharitable Assets | 181844 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 18921 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 19 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 18940 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 22399 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 19 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 19 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 19 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 1217 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 1217 | TotalCreditsAndPayments |
| Overpayment | 1198 | Overpayment |
| Amount Credited To Next Year | 1198 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | NY | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | FREDRIC HANSON | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 2126277320 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 380 WEST 12TH STREET APT 6E | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 100147218 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (4 entries)
| Address Line1USAddress/AddressLine1 | Address Line2USAddress/AddressLine2 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|---|
| 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 Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1 |
| Amount1 | 0 | Amount1 |
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 172494 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 12119 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 184613 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 184613 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 2769 | CashDeemedCharitable |
| Net Noncharitable Assets | 181844 | NetNoncharitableAssets |
| Minimum Investment Return | 9092 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 9092 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 19 | TaxBasedOnInvestmentIncome |
| Total Tax | 19 | TotalTax |
| Distributable Amount Before Adj | 9073 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 9073 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 9073 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 22399 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 22399 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 19 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 22380 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 9073 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 17078 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 19094 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 9992 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 12079 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 12589 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 70832 | TotalExcessDistriCarryover |
| Qualifying Distributions | 22399 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 9073 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 13326 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 84158 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 17078 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 67080 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 19094 | ExcessFromYear4 |
| Excess From Year3 | 9992 | ExcessFromYear3 |
| Excess From Year2 | 12079 | ExcessFromYear2 |
| Excess From Year1 | 12589 | ExcessFromYear1 |
| Excess From Current Year | 13326 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MARGERY W HANSON | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (15 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| CHURCHILL CREW | |||||||
| 4601 ANNAPOLIS ROAD | BLADENSBURG | MD | 20710 | NONE | PUBLIC CHARITY | GENERAL | $4,000 |
| COALITION FOR THE HOMELESS | |||||||
| 89 CHAMBERS STREET | NEW YORK | NY | 10007 | NONE | PUBLIC CHARITY | GENERAL | $1,250 |
| EVANSTON PUBLIC LIBRARY | |||||||
| 1703 ORRINGTON AVE | EVANSTON | IL | 60201 | NONE | PUBLIC CHARITY | GENERAL | $700 |
| INSIGHT MEDITATION SOCIETY | |||||||
| 1230 PLEASANT STREET | BARRE | MA | 01005 | NONE | PUBLIC CHARITY | GENERAL | $2,000 |
| LAMBDA LEGAL DEFENSE AND EDUCATION FUND | |||||||
| 120 WALL STREET SUITE 1500 | NEW YORK | NY | 10005 | NONE | PUBLIC CHARITY | GENERAL | $1,250 |
| NICHOLS MIDDLE SCHOOL PTA | |||||||
| 800 GREENLEAF ST | EVANSTON | IL | 60202 | NONE | PUBLIC CHARITY | COMMUNICATIONS | $300 |
| OXFAM AMERICA | |||||||
| 26 WEST STREET | BOSTON | MA | 02111 | NONE | PUBLIC CHARITY | GENERAL | $500 |
| TETON REGIONAL LAND TRUST | |||||||
| PO BOX 247 | DRIGGS | ID | 83422 | NONE | PUBLIC CHARITY | GENERAL | $2,000 |
| UNIVERSITY OF MARYLAND-BALTIMORE FND | |||||||
| 620 LEXINGTON ST 2ND FLOOR | BALTIMORE | MD | 21201 | NONE | PUBLIC CHARITY | GENERAL | $1,000 |
| 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 | $1,500 |
| GROWING HOME | |||||||
| 2732 N CLARK STREET | CHICAGO | IL | 60604 | NONE | PUBLIC CHARITY | GENERAL | $250 |
| THE TALKING FARM | |||||||
| PO BOX 6329 | EVANSTON | IL | 60204 | NONE | PUBLIC CHARITY | GENERAL | $250 |
| LAKE STREET CHURCH | |||||||
| 607 LAKE STREET | EVANSTON | IL | 60201 | NONE | PUBLIC CHARITY | GENERAL | $2,000 |
| WASHINGTON SCHOOL PTA | |||||||
| 914 ASHLAND AVENUE | EVANSTON | IL | 60202 | NONE | PUBLIC CHARITY | GENERAL | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 21000 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $4,492 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | -$5,441 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | -$949 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | -949 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BUCHBINDER TUNICK & CO, LLC | Category |
| Amount | $2,537 | Amount |
| Net Investment Income | 1268 | NetInvestmentIncome |
| Disbursements Charitable Prps | 1269 | DisbursementsCharitablePrps |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (32 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| 66 SHS VANGUARD INTL EQUITY INDEX FD | 3286 | 3524 |
| 127 SHS ISHARES INC MSCI SWITZERLAND | 3473 | 3404 |
| 74 SHS VANGUARD SECTOR INDEX FDS VANGUARD INFORMATION | 4904 | 5114 |
| 40 SHS SPDR INDEX SHS FDS SPDR DOW JONES | 1623 | 1654 |
| 53 SHS VANGUARD SECTOR INDEX FDS VANUARD REIT | 3222 | 3487 |
| 199 SHS GREENHAVEN CONTINUOUS COMMODITY INDEX FUND | 6324 | 5737 |
| 213 SHS POWERSHARES DB COMMODITY INDEX TRACKING FD | 6625 | 5917 |
| 48 SHS ISHARES INC MSCI BRAZIL INDEX FD | 3171 | 2685 |
| 56 SHS ISHARES INC MSCI SOUTH KOREA INDEX FD | 3518 | 3548 |
| 250 SHS ISHARES INC MSCI TAIWAN INDEX FD | 3661 | 3405 |
| 74 SHS SPDR INDEX SHARES FUNDS SPDR S&P EMERGING | 3526 | 3451 |
| 47 SHS SPDR INDEX SHS FDS S&P CHINA ETF | 3365 | 3482 |
| 164 SHS ISHARES INC MSCI UNITED KINGDOM INDEX FD | 2666 | 2942 |
| 154 SHS ISHARES TRUST MSCI EAFE INDEX FUND | 8776 | 8756 |
| 106 SHS SPDR INDEX SHS FDS S&P INTL SMALL | 3097 | 3016 |
| 151 SHS ISHARES TR RUSSELL MIDCAP GROWTH INDEX FD | 8988 | 9483 |
| 73 SHS ISHARES TRUST RUSSELL 2000 GROWTH INDEX FD | 7018 | 6958 |
| 62 SHS ISHARES TRUST RUSSELL 2000 INDEX FD | 4719 | 5228 |
| 81 SHS SPDR INDEX SHS FDS RUSSELL/NOMURA SMALL CA | 3501 | 3430 |
| 78 SHS SPDR S&P 500 ETF TR UNIT SER I S&P DEPOSIT | 10416 | 11108 |
| 235 SHS VANGUARD INDEX FUNDS VANGUARD HIGH DIVIDEND | 10457 | 11604 |
| 47 SHS ISHARES BARCLAYS MBS BOND FD ETF | 5076 | 5076 |
| 42 SHS ISHARES TRUST IBOXX $ INVESTOP INVESTMENT | 4892 | 5082 |
| 280 SHS MARKET VECTORS ETF TR EMERGING MKTS LOCAL | 7488 | 7686 |
| 227 SHS SPDR SERIES TRUST BARCLAYS HIGH YIELD BOND | 8907 | 9241 |
| 46 SHS ISHARES BARCLAYS 3-7 YEAR TREASURY BOND FD | 4942 | 4945 |
| 47 SHS VANGUARD INTL EQUITY INDEX FD FTSE EUROPE | 2234 | 2295 |
| 97 SHS SELECT SCTOR SPDR TR SBI | 3568 | 3387 |
| 168 SHS SELECT SECTOR SPDR FUND SHS BEN INT HEALTH | 5813 | 6700 |
| 48 SHS SELECT SECTOR SPDR TRUST SHS BEN INT ENERG | 3860 | 3428 |
| 178 SHS VANGUARD FTSE EMERGING MARKETS ETF | 7806 | 7926 |
| 55 SHS SPDR BARCLAYS SHORT TERM CORPORATE BOND ET | 1677 | 1690 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| NEW YORK LAW JOURNAL | 130 | 0 | 130 |
| FOREIGN TAX CREDIT | 123 | 123 | 0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| BARCLAYS INVESTMENT MANAGEMENT FEES | $1,139 | 1139 | 0 |
| INVESTMENT FEES PASSTHROUGH FROM K-1 | $107 | 107 | 0 |
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