HUNDT FAMILY FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- HUNDT FAMILY FOUNDATION INC (EIN 52-2236016)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-09
- IRS object ID
- 202103139349101000
- Schema version
- 2020v4.1
- 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
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-09T08:25:22-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 222428965 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CITRIN COOPERMAN & COMPANY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2 BETHESDA METRO CENTER 11TH FLOOR | AddressLine1Txt |
| City | BETHESDA | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20814 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 522236016 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE HUNDT FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HUND | BusinessNameControlTxt |
| Phone | 3019135919 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6416 BROOKSIDE DRIVE | AddressLine1Txt |
| City | CHEVY CHASE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20815 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ELIZABETH HUNDT | PersonNm |
| Person Title | VP & SECRETARY | PersonTitleTxt |
| Phone | 3019135919 | PhoneNum |
| Signature | 2021-11-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ELIZABETH | PersonFirstNm |
| Person Last | HUNDT | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SETH C ALLEN | PreparerPersonNm |
| PTIN | P01390689 | PTIN |
| Phone | 3016549000 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,704,448 | 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 | $54,426 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $54,426 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $566,097 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,174,295 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $566,097 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$6 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | -$6 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $620,517 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $620,523 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | -$6 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,460 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,460 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $2,342 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,342 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $29,671 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $29,671 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $37,473 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $37,473 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $98,750 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $98,750 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $136,223 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $37,473 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $98,750 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $484,294 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $583,050 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $71,278 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $179,179 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $179,179 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,740,756 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,114,472 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,516,191 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $12,396 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $9,078 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $9,078 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,824,430 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,302,729 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,704,448 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $2,824,430 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,302,729 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,824,430 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,302,729 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,824,430 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,302,729 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,824,430 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $484,294 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,308,724 | SubtotalAmt |
| Other Decreases | $5,995 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,302,729 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $2,062,287 | $1,927,306 | $134,981 | $134,981 | |
| PUBLICLY TRADED SECURITIES | $3,112,008 | $2,686,939 | $425,069 | $425,069 | |
| MORGAN STANLEY - CAPITAL GAIN DISTRIBUTIONS | $3,347 | $3,347 | P | ||
| PARTNERSHIPS | $2,700 | $2,700 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $566,097 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $134,981 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $8,104 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $8,104 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $8,104 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,854 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $4,854 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $3,250 | TaxDueAmt |
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 | MD | 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 | THE FOUNDATION | IndividualWithBooksNm |
| Phone | 3019135919 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6416 BROOKSIDE DRIVE | AddressLine1Txt |
| City | CHEVY CHASE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20815 | 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 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 |
|---|---|---|---|---|---|---|---|---|
| REED E HUNDT | ||||||||
| 6416 BROOKSIDE DRIVE | CHEVY CHASE | MD | 20815 | PRESIDENT | 0.50 | $0 | $0 | $0 |
| ELIZABETH KATZ-HUNDT | ||||||||
| 6416 BROOKSIDE DRIVE | CHEVY CHASE | MD | 20815 | V/P & SECRETARY | 1.00 | $0 | $0 | $0 |
| ADAM HUNDT | ||||||||
| 33 ESTRELLA AVENUE | PIEDMONT | CA | 94611 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| WILLIAM G YOUNG | ||||||||
| 7108 WILSON LANE | BETHESDA | MD | 20817 | TREASURER | 0.50 | $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) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,135,623 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $146,295 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $10,737 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,292,655 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,292,655 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $49,390 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,243,265 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $162,163 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $162,163 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $8,104 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $8,104 | TotalTaxAmt |
| Distributable Before Adj | $154,059 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $154,059 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $154,059 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $98,750 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $98,750 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $98,750 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $154,059 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $29,866 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $22,365 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $52,231 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $98,750 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $98,750 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $52,231 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $52,231 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $3,078 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | REED E HUNDT | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (20 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ASHOKA | |||||||
| 1700 MOORE ST | ARLINGTON | DC | 22209 | NONE | PC | UNRESTRICTED | $1,000 |
| COALITION FOR GREEN CAPITAL | |||||||
| 1875 CONNECTICUT NW | WASHINGTON | DC | 20009 | NONE | PC | UNRESTRICTED | $50,000 |
| EVERYBODY WINS DC | |||||||
| 1920 N ST NW | WASHINGTON | DC | 20036 | NONE | PC | UNRESTRICTED | $3,500 |
| MAKING EVERY VOTE COUNT FOUNDATION | |||||||
| 850 TENTH STREET NW | WASHINGTON | DC | 20001 | NONE | PC | UNRESTRICTED | $10,000 |
| MATTHEW HARRIS ORNSTEIN MEMORIAL FOUNDATION | |||||||
| 2212 WYOMING AVE NW | WASHINGTON | DC | 20008 | NONE | PC | UNRESTRICTED | $2,000 |
| MEDIA MATTERS FOR AMERICA | |||||||
| PO BOX 52155 | WASHINGTON | DC | 20091 | NONE | PC | UNRESTRICTED | $5,000 |
| VASSAR COLLEGE | |||||||
| 124 RAYMOND AVE | POUGHKEEPSIE | NY | 12604 | NONE | PC | CLASS OF 1969 MEMORIAL SCHOLARSHIP FUND | $5,000 |
| YALE UNIVERSITY | |||||||
| PO BOX 208215 | NEW HAVEN | CT | 06520 | NONE | PC | YALE CENTER FOR DYSLEXIA AND CREATIVITY | $1,000 |
| WOODSIDE PORTOLA VALLEY FIRE | |||||||
| 135 PORTOLA RD | PORTOLA VALLEY | CA | 94028 | NONE | PC | UNRESTRICTED | $100 |
| B CC RESCUE SQUAD | |||||||
| 5020 BATTERY LN | BETHESDA | MD | 20814 | NONE | PC | UNRESTRICTED | $100 |
| MARTHAS TABLE | |||||||
| 1474 COLUMBIA RD NORTHWEST | WASHINGTON | DC | 20009 | NONE | PC | UNRESTRICTED | $100 |
| LEGAL RESOURCE CTR ON VIOLENCE | |||||||
| 6930 CARROLL AVENUE SUITE 400-S | TAKOMA PARK | MD | 20912 | NONE | PC | UNRESTRICTED | $5,000 |
| COSMOS CLUB HOLIDAY FUND | |||||||
| 2121 MASSACHUSETTS AVE NW | WASHINGTON | DC | 20008 | NONE | PC | UNRESTRICTED | $200 |
| THE AMER CHESTNUT FDN | |||||||
| 50 NORTH MERRIMON AVENUE SUITE 115 | ASHEVILLE | NC | 28804 | NONE | PC | UNRESTRICTED | $500 |
| CITY OF DREAMS | |||||||
| 6416 BROOKSIDE DRIVE | CHEVY CHASE | MD | 20815 | NONE | PC | UNRESTRICTED | $2,000 |
| VILLAGE HEALTH WORKS | |||||||
| 45 W36TH STREET 8TH FLOOR | NEW YORK | NY | 10018 | NONE | PC | UNRESTRICTED | $10,000 |
| ESF COLLEGE FOUNDATION | |||||||
| 1 FORESTRY DRIVE | SYRACUSE | NY | 13210 | NONE | PC | UNRESTRICTED | $250 |
| COMMUNITY OF HOPE INC | |||||||
| 4 ATLANTIC STREET SW | WASHINGTON | DC | 20032 | NONE | PC | UNRESTRICTED | $1,000 |
| GREENPEACE FUND | |||||||
| 702 H STEER NW SUITE 300 | WASHINGTON | DC | 20001 | NONE | PC | UNRESTRICTED | $1,000 |
| LOMBARDI CANCER CENTER | |||||||
| 3800 ROSERVOIR ROAD NW | WASHINGTON | DC | 20057 | NONE | PC | UNRESTRICTED | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $98,750 | 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 | $54,426 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $566,097 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionCd |
|---|---|---|
| BLACKSTONE - ORDINARY INCOME | -$6 | |
| BLACKSTONE - OTHER INCOME | 18 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$6 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $620,523 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $620,517 | 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 | ACCOUNTING FEES | CategoryTxt |
| Amt | $5,460 | Amt |
| Net Investment Income | $5,460 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | MORGAN STANLEY #084 | StockNm |
| EOY Book Value | $3,114,472 | EOYBookValueAmt |
| EOYFMV | $3,516,191 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | PARTNERSHIPS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $9,078 | BookValueAmt |
| EOYFMV | $9,078 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BEGINNING GAAP TO TAX ADJUSTMENT | Desc |
| Amt | $5,995 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INVESTMENT FEES | $29,615 | $29,615 | $0 | $0 |
| BLACKSTONE - PORTFOLIO DEDUCTIONS | $56 | $56 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BLACKSTONE - ORDINARY INCOME | Desc |
| Revenue And Expenses Per Books | -$6 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | -$6 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX PAID | CategoryTxt |
| Amt | $2,342 | Amt |
| Net Investment Income | $2,342 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |