HUNDT FAMILY FOUNDATION INC: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- HUNDT FAMILY FOUNDATION INC (EIN 52-2236016)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-09-03
- IRS object ID
- 201902469349100120
- Schema version
- 2018v3.1
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-09-03T14:13:10-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | 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 | 2018-01-01 | 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 | 2019-08-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SETH C ALLEN | PreparerPersonNm |
| PTIN | P01390689 | PTIN |
| Phone | 3016549000 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 71.191.40.50 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-08-08 | IPDt |
| IP Tm | 10:45:53 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 621A5A0607A9582A029BDEE666617FBE7D23CB6A | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 500509CBD5272C505D871532D4C164BFDB293FC2 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,126,374 | 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 | $541,700 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $81,670 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $81,670 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $258,766 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,320,613 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $258,766 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $148 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $183 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $148 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $882,284 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $340,619 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $148 | 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 | $5,400 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,400 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $4,222 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,222 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $23,735 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $23,735 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $33,357 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $33,357 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $178,400 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $178,400 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $211,757 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $33,357 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $178,400 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $670,527 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $307,262 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $148 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | -$2 | CashEOYAmt |
| Cash EOYFMV | -$2 | CashEOYFMVAmt |
| Sav And Temp Cash Invst EOY | $8,272 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $8,272 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,559,848 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,796,324 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,078,367 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $55,017 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $39,737 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $39,737 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,614,865 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,844,331 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,126,374 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $1,954 | AccountsPayableBOYAmt |
| Total Liabilities BOY | $1,954 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| 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 | $2,612,911 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,844,331 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,612,911 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,844,331 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,614,865 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,844,331 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,612,911 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $670,527 | ExcessRevenueOverExpensesAmt |
| Other Increases | $4,218 | OtherIncreasesAmt |
| Subtotal | $3,287,656 | SubtotalAmt |
| Other Decreases | $443,325 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,844,331 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (22 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|
| MORGAN STANLEY - CAPITAL GAIN DISTRIBUTIONS | P | 2018-12-31 | $15,819 | $15,819 | |||
| PARTNERSHIPS | P | 2018-12-31 | -$1,388 | -$1,388 | |||
| BLACKSTONE ALT MULT-STRAT INST | 2018-04-19 | -$55 | -$55 | 2017-10-20 | $2,342 | $2,397 | |
| CULLEN EMERG MKTS HIGH DIV I | 2018-04-19 | $11 | $11 | 2018-03-28 | $1,495 | $1,484 | |
| ISHARES MSCI EAFE ETF | -$2,099 | -$2,099 | $18,585 | $20,684 | |||
| JANUS HENDERSON EURO FOCUS I | -$18,748 | -$18,748 | $56,527 | $75,275 | |||
| MATTHEWS ASIA DIVIDEND INV | $3,102 | $3,102 | $120,941 | $117,839 | |||
| SPDR S&P DIVIDEND | $477 | $477 | $39,350 | $38,873 | |||
| TEMPLETON GLOBAL BD FD ADV | -$22 | -$22 | $705 | $727 | |||
| ANGEL OAK MULTI STRAT INC I | -$472 | -$472 | $6,910 | $7,382 | |||
| BLACKSTONE ALT MULT-STRAT INST LT | 2018-11-01 | -$584 | -$584 | 2017-10-20 | $19,504 | $20,088 | |
| CULLEN EMERG MKTS HIGH DIV I LT | -$4,159 | -$4,159 | $110,146 | $114,305 | |||
| DOUBLELINE TOTAL RETURN I | -$340 | -$340 | $5,839 | $6,179 | |||
| INTEL CORP | 2018-05-09 | $308,639 | $308,639 | 2013-07-22 | $537,889 | $229,250 | |
| ISHARES MSCI EAFE ETF LT | 2018-01-24 | $1,292 | $1,292 | 2015-09-03 | $6,132 | $4,840 | |
| JANUS HENDERSON EURO FOCUS I LT | 2018-12-18 | -$81,908 | -$81,908 | $251,396 | $333,304 | ||
| MATTHEWS ASIA DIVIDEND INV LT | 2018-11-01 | -$822 | -$822 | 2017-07-25 | $8,080 | $8,902 | |
| PIMCO LOW DURATION I2 | -$190 | -$190 | $11,468 | $11,658 | |||
| TCW TOTAL RETURN BOND I | -$394 | -$394 | $5,255 | $5,649 | |||
| TEMPLETON GLOBAL BD FD ADV LT | -$319 | -$319 | $7,382 | $7,701 | |||
| SPDR S&P DIVIDEND LT | $40,964 | $40,964 | 2013-01-14 | $110,202 | $69,238 | ||
| TCW TOTAL RETURN BOND I LT | 2018-11-01 | -$38 | -$38 | 2013-04-10 | $465 | $503 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $258,766 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$17,334 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $158,050 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,747,701 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.057521 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $96,285 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,211,724 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.043534 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $76,619 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,077,435 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.036882 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $217,086 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,113,496 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.102714 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $67,974 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,009,400 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.033828 | DistributionYr5Rt |
| Total Distribution | 0.274479 | TotalDistributionRt |
| Average Distribution | 0.054896 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,182,150 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $174,687 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,073 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $177,760 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $178,400 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $3,073 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,073 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,073 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $9,240 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $9,240 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $22 | EsPenaltyAmt |
| Overpayment | $6,145 | OverpaymentAmt |
| Applied To ES Tax | $6,145 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | 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 | ||||||||
| 185 CHEROKEE WAY | PORTOLA VALLEY | CA | 94028 | 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 | $3,178,184 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $12,688 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $39,737 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,230,609 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,230,609 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $48,459 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,182,150 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $159,108 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $159,108 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,073 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,073 | TotalTaxAmt |
| Distributable Before Adj | $156,035 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $156,035 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $156,035 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $178,400 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $178,400 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $3,073 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $175,327 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $156,035 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $113,407 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr1 | $29,866 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $143,273 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $178,400 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $156,035 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $22,365 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $165,638 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $165,638 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $113,407 | ExcessFromYear4Amt |
| Excess From Year1 | $29,866 | ExcessFromYear1Amt |
| Excess From Current Year | $22,365 | ExcessFromCurrentYearAmt |
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 (17 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ASPEN INSTITUTE | ||||||||
| 1 DUPONT CIR NW 700 | WASHINGTON | DC | 20036 | NONE | PC | UNRESTRICTED | $2,000 | |
| COMMUNITY WATER CENTER | ||||||||
| 900 W OAK AVENUE | VISALIA | CA | 93291 | NONE | PC | UNRESTRICTED | $1,000 | |
| COSMOS CLUB HISTORIC PRESERVATION | ||||||||
| 2121 MASSACHUSETTS AVE NW | WASHINGTON | DC | 20008 | NONE | PC | UNRESTRICTED | $1,000 | |
| EVERYBODY WINS DC | ||||||||
| 1920 N ST NW | WASHINGTON | DC | 20036 | NONE | PC | UNRESTRICTED | $1,000 | |
| MAKING EVERY VOTE COUNT FOUNDATION | ||||||||
| 850 TENTH STREET NW | WASHINGTON | DC | 20001 | NONE | PC | UNRESTRICTED | $25,000 | |
| YALE UNIVERSITY REP THEATRE | ||||||||
| PO BOX 2038 | NEW HAVEN | CT | 06521 | NONE | PC | YALE REPERTORY THEATRE | $1,500 | |
| YALE UNIVERSITY | ||||||||
| PO BOX 208215 | NEW HAVEN | CT | 06520 | NONE | PC | HUNDT FAMILYT LAW FELLOWSHIP FUND | $90,000 | |
| EQUAL CITIZENS FOUNDATION | ||||||||
| 1032 15TH ST NW | WASHINGTON | DC | 20005 | NONE | PC | UNRESTRICTED | $5,000 | |
| TEMPLE GATES OF HEAVEN BURTON | ||||||||
| 852 ASHMORE AVENUE | SCHENECTADY | NY | 12309 | NONE | PC | UNRESTRICTED | $250 | |
| TWO TEN FOOTWARE FOUNDATION | ||||||||
| 1466 MAIN ST | WALTHAM | MA | 02451 | NONE | PC | UNRESTRICTED | $250 | |
| VASSAR COLLEGE CLASS OF 1969 | ||||||||
| 124 RAYMOND AVENUE | POUGHKEEPSIE | NY | 12604 | NONE | PC | UNRESTRICTED | $6,000 | |
| MORY'S | ||||||||
| 306 YORK ST | NEW HAVEN | CT | 06511 | NONE | PC | UNRESTRICTED | $200 | |
| COMMUNITY COLLEGE OF PHILADELPHIA | ||||||||
| 1700 SPRING GARDEN STREET | PHILADELPHIA | PA | 20036 | NONE | PC | UNRESTRICTED | $200 | |
| NEW VENTURE FUND | ||||||||
| 1201 CONNECTICUT AVENUE NW SUITE | WASHINGTON | DC | 20036 | NONE | PC | UNRESTRICTED | $25,000 | 300 |
| ALLIANCE FOR CLIMATE PROTECTION | ||||||||
| 555 11TH STREET NW SUITE 601 | WASHINGTON | DC | 20004 | NONE | PC | UNRESTRICTED | $10,000 | |
| CHILDRENS HOSPITAL FOUNDATION | ||||||||
| 801 ROEDER RD 300 | SILVER SPRING | MD | 20910 | NONE | PC | UNRESTRICTED | $5,000 | |
| SHLB COALITION | ||||||||
| 1250 CONNECTICUT AVENUE NW SUITE | WASHINGTON | DC | 20036 | NONE | PC | UNRESTRICTED | $5,000 | 700 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $178,400 | 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 | $81,670 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $190 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $258,766 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|---|---|
| BLACKSTONE - ORDINARY INCOME | 525990 | -$35 | ||
| BLACKSTONE - OTHER INCOME | 18 | -$7 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$35 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $340,619 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $340,584 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| REED HUNDT | |||||||
| 1 | 6416 BROOKSIDE DRIVE | CHEVY CHASE | MD | 20815 | $536,300 | Yes (X) | Yes (X) |
| REED HUNDT | |||||||
| 2 | 6416 BROOKSIDE DRIVE | CHEVY CHASE | MD | 20815 | $5,400 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 10,000 SHARES OF INTEL STOCK | NoncashPropertyDesc |
| Fair Market Value | $536,300 | FairMarketValueAmt |
| Received | 2018-05-08 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $5,400 | Amt |
| Net Investment Income | $5,400 | 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 | $2,796,324 | EOYBookValueAmt |
| EOYFMV | $3,078,367 | 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 | $39,737 | BookValueAmt |
| EOYFMV | $39,737 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIFFERENCE BETWEEN FMV AND BASIS OF DONATED STOCK | Desc |
| Amt | $443,325 | 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 | $23,675 | $23,675 | $0 | $0 |
| BLACKSTONE - PORTFOLIO DEDUCTIONS | $60 | $60 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| MORGAN STANLEY - NONDIVIDEND DISTRIBUTION | $190 | $190 | $190 |
| BLACKSTONE - ORDINARY INCOME | -$35 | $0 | -$35 |
| BLACKSTONE - OTHER INCOME | -$7 | -$7 | -$7 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK TO TAX DIFFERENCES FROM PASS-THROUGH ENTITIES AND OTHER | Desc |
| Amt | $4,218 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX PAID | CategoryTxt |
| Amt | $4,222 | Amt |
| Net Investment Income | $4,222 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |