HANSON FAMILY FOUNDATION INC: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
HANSON FAMILY FOUNDATION INC (EIN 13-3780362)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-08-13
IRS object ID
202642259349100609
Schema version
2025v4.2
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2026-08-13T16:47:18-05:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN133587353PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1SJ Associates NYC LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line112 West 18th Street 2EAddressLine1Txt
CityNew YorkCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10011ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN133780362EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1The Hanson Family Foundation IncBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlHANSBusinessNameControlTxt
Phone2126277320PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1CO F HANSON 380 West 12 StreetAddressLine1Txt
CityNew YorkCityNm
State AbbreviationNYStateAbbreviationCd
ZIP100147218ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonFredric HansonPersonNm
Person TitlePresidentPersonTitleTxt
Phone2126277320PhoneNum
Signature2026-08-13SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonRochelle R TaylorPreparerPersonNm
PTINP00001124PTIN
Phone2129293341PhoneNum
Preparation2026-08-13PreparationDt
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2025TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$674,775FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$1InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$1InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$1InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$9,447DividendsRevAndExpnssAmt
Dividends Net Invst Incm$9,447DividendsNetInvstIncmAmt
Dividends Adj Net Incm$9,447DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$123,888NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$554,496GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$123,888CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$23OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$23OtherIncomeNetInvstIncmAmt
Other Income Adj Net Incm$23OtherIncomeAdjNetIncmAmt
Total Rev And Expnss$133,359TotalRevAndExpnssAmt
Total Net Invst Incm$133,359TotalNetInvstIncmAmt
Total Adj Net Incm$9,471TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$3,885AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$6,395OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$6,395OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$0OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$84TaxesRevAndExpnssAmt
Taxes Net Invst Incm$84TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$100OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$10,464TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$6,479TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$41,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$41,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$51,464TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$6,479TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$41,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$81,895ExcessRevenueOverExpensesAmt
Net Investment Income$126,880NetInvestmentIncomeAmt
Adjusted Net Income$9,471AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$10,932CashBOYAmt
Cash EOY$6,781CashEOYAmt
Cash EOYFMV$6,781CashEOYFMVAmt
Corporate Stock BOY$450,934CorporateStockBOYAmt
Corporate Stock EOY$536,561CorporateStockEOYAmt
Corporate Stock EOYFMV$667,994CorporateStockEOYFMVAmt
Total Assets BOY$461,866TotalAssetsBOYAmt
Total Assets EOY$543,342TotalAssetsEOYAmt
Total Assets EOYFMV$674,775TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$526,709CapitalStockBOYAmt
Capital Stock EOY$526,290CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY-$64,843RetainedEarningBOYAmt
Retained Earning EOY$17,052RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$461,866TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$543,342TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$461,866TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$543,342TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$461,866TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$81,895ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$543,761SubtotalAmt
Other Decreases$419OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$543,342TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
Morgan Stanley ST covered2025-02-012025-12-31$125,654$117,390$8,264$8,264
Morgan Stanley LT covered2010-01-012025-12-31$418,666$313,218$105,448$105,448
Capital Gains Dividends$10,176$10,176$10,176P
FieldValueIRS element (for citing)
Capital Gain Net Income$123,888CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$8,264NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,764InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,764SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,764TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Es Penalty$91EsPenaltyAmt
Tax Due$1,855TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr Satisfied0Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateNYOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksFredric HansonIndividualWithBooksNm
Phone2126277320PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1380 West 12th Street Apt 6EAddressLine1Txt
CityNew YorkCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10014ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmtAddress Line2USAddress/AddressLine2Txt
Fredric Hanson
380 W 12th Street 6ENew YorkNY10014President5.00$0$0$0
Sarah Hanson
707 Judson AvenueEvanstonIL60202Treasurer5.00$0$0$0
Diana Hanson Kash
c/o Frederic Hanson 380 W 12thNew YorkNY10014Vice President5.00$0$0$0Street 6E
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$660,066AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$5,595AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$665,661TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$665,661AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$9,985CashDeemedCharitableAmt
Net Vl Noncharitable Assets$655,676NetVlNoncharitableAssetsAmt
Minimum Investment Return$32,784MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$32,784MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,764TaxBasedOnInvestmentIncomeAmt
Total Tax$1,764TotalTaxAmt
Distributable Before Adj$31,020DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$31,020DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$31,020DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$41,000ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$41,000QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$31,020DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$2,157ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr3$8,352ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$1,544ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$3,909ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$15,962TotalExcessDistributionCyovAmt
Qualifying Distributions$41,000QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$31,020AppliedToCurrentYearAmt
Remaining Distri From Corpus$9,980RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$25,942TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$2,157ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$23,785ExcessDistriCyovToNextYrAmt
Excess From Year3$8,352ExcessFromYear3Amt
Excess From Year2$1,544ExcessFromYear2Amt
Excess From Year1$3,909ExcessFromYear1Amt
Excess From Current Year$9,980ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (19 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
INSIGHT MED SOC
1230 PLEASANT STREETBARREMA01005NoneNCGeneral$1,000
COALITION FOR THE HOMELESS
129 FULTON STNEW YORKNY10038NoneNCGeneral$2,000
LAMBDA LEGAL DEFENSE
120 WALL STREET SUITE 1500NEW YORKNY10005NoneNCGeneral$2,000
CLEARN AIR TASK FORCE
114 STATE STREET 6TH FLOORBOSTONMA02109NoneNCGeneral$4,000
TETON REGIONAL LAND TRUST
PO BOX 247DRIGGSID83422NoneNCGeneral$4,000
FIREBIRD COMM ARTS
2651 W LAKE STREETCHICAGOIL60612NoneNCGeneral$1,000
CIRCLES CIPHERS
1545 WEST MORSE AVENUECHICAGOIL60626NoneNCGeneral$2,000
FAITH IN PLACE
70 E LAKE ST STE 920CHICAGOIL60601NoneNCGeneral$500
YOUTH AND OPPORTUNITY UNITED
1911 CHURCH STREETEVANSTONIL60201NoneNCGeneral$1,000
PLANNED PARENTHOOD
PO BOX 97166WASHINGTONDC20090NoneNCGeneral$1,000
EVENSTON SCHOLARS
1234 SHERMAN AVE SUITE 214EVANSTONIL60202NoneNCGeneral$1,000
SIERRA CLUB
70 E LAKE STREET SUITE 1500CHICAGOIL60601NoneNCGeneral$500
ALLIANCE FOR THE GREAT LAKES
150 N MICHIGAN AVE SUITE 700CHICAGOIL60601NoneNCGeneral$2,000
CORNELL LAB OF ORNITH
159 SAPSUCKER WOODS ROADITHACANY14850NoneNCGeneral$500
INFANT WELFARE SOCIETY EVANSTON
2200 MAIN STREETEVANSTONIL60202NoneNCGeneral$500
ICDI
303 EAST WACKER DRIVE SUITE 2108CHICAGOIL60601NoneNCGeneral$1,000
INTERNATIONAL FOUNDATION
55 LAND ROAD SUITE 300FAIRFIELDNJ07004NoneNCGeneral$1,000
NAMI MONTGOMERY CO MD
PO BOX 49104BALTIMOREMD21297NoneNCGeneral$6,000
ECOLOGISTICS
633 RAMONA AVE SPACE 103LOS OSOSCA93402NoneNCGeneral$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$41,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$9,447ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$23RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$10,176ExclusionAmt
Related Or Exempt Function Incm$113,712RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$19,624ExclusionAmt
Related Or Exempt Function Incm$113,735RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$133,359TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

FieldValueIRS element (for citing)
Line Number8LineNumberTxt
Relationship StatementSale of EquitiesRelationshipStatementTxt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTax Preparation FeeCategoryTxt
Amt$3,885Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockInvestment in SecuritiesStockNm
EOY Book Value$536,561EOYBookValueAmt
EOYFMV$667,994EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (2 entries)

DescDescAmtAmt
Federal Excise Tax$415
Round off$4

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescNYS CHAR500 filing feeDesc
Revenue And Expenses Per Books$100RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescNon dividend distributionDesc
Revenue And Expenses Per Books$23RevenueAndExpensesPerBooksAmt
Net Investment Income$23NetInvestmentIncomeAmt
Adjusted Net Income$23AdjustedNetIncomeAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryInvestment Management FeeCategoryTxt
Amt$6,395Amt
Net Investment Income$6,395NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryForeign Tax PaidCategoryTxt
Amt$84Amt
Net Investment Income$84NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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