HUNDT FAMILY FOUNDATION INC: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- HUNDT FAMILY FOUNDATION INC (EIN 52-2236016)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-08-01
- IRS object ID
- 201822139349100302
- Schema version
- 2017v2.3
- 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
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-08-01T08:01:13-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | 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 | 2017-01-01 | 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 | 2018-07-26 | 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | 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 | $2,968,317 | 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 | $201,216 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $86,669 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $86,669 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $405,860 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,427,087 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $405,860 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$4,329 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$4,256 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $689,416 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $488,273 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | 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 | $5,975 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,975 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $3,006 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,006 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $19,262 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $19,262 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $28,243 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $28,243 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $158,050 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $158,050 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $186,293 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $28,243 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $158,050 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $503,123 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $460,030 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $116,386 | SavAndTempCashInvstBOYAmt |
| Corporate Stock BOY | $1,870,364 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,559,848 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,913,300 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $130,662 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $55,017 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $55,017 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,117,412 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,614,865 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,968,317 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $1,954 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,954 | 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 | $2,117,412 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,612,911 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,117,412 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,612,911 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,117,412 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,614,865 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,117,412 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $503,123 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,620,535 | SubtotalAmt |
| Other Decreases | $7,624 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,612,911 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|
| MORGAN STANLEY | 2017-12-31 | $56,047 | $55,913 | $134 | $134 | |
| MORGAN STANLEY | 2017-12-31 | $815,886 | $670,279 | $145,607 | $145,607 | |
| MORGAN STANLEY | 2017-12-31 | $555,154 | $323,134 | $232,020 | $232,020 | |
| MORGAN STANLEY - CAPITAL GAIN DISTRIBUTIONS | 2017-12-31 | $16,085 | $16,085 | |||
| PARTNERSHIPS | 2017-12-31 | $12,014 | $12,014 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $405,860 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $134 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $96,285 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,211,724 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.043534 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $76,619 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,077,435 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.036882 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $217,086 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,113,496 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.102714 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $67,974 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,009,400 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.033828 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $115,325 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,848,906 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.062375 | DistributionYr5Rt |
| Total Distribution | 0.279333 | TotalDistributionRt |
| Average Distribution | 0.055867 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,747,701 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $153,506 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $4,600 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $158,106 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $158,050 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $9,201 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $9,201 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $9,201 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $569 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $750 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,319 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $3 | EsPenaltyAmt |
| Tax Due | $7,885 | 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 |
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 | $2,673,756 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $60,771 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $55,017 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,789,544 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,789,544 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $41,843 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,747,701 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $137,385 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $137,385 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $9,201 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $9,201 | TotalTaxAmt |
| Distributable Before Adj | $128,184 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $128,184 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $128,184 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $158,050 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $158,050 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $158,050 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $128,184 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $113,407 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $113,407 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $158,050 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $128,184 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $29,866 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $143,273 | 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 | $143,273 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $113,407 | ExcessFromYear3Amt |
| Excess From Current Year | $29,866 | 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 (15 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 | $10,000 |
| ASPEN INSTITUTE | |||||||
| 1 DUPONT CIR NW 700 | WASHINGTON | DC | 20036 | NONE | PC | UNRESTRICTED | $5,000 |
| CAMPAIGN FOR FREE COLLEGE TUITION | |||||||
| 727 15TH ST NW 3RD FLOOR | WASHINGTON | DC | 20005 | NONE | PC | UNRESTRICTED | $10,000 |
| COSMOS CLUB HISTORIC PRESERVATION | |||||||
| 2121 MASSACHUSETTS AVE NW | WASHINGTON | DC | 20008 | NONE | PC | UNRESTRICTED | $100 |
| EVERYBODY WINS | |||||||
| 1920 N ST NW | WASHINGTON | DC | 20036 | NONE | PC | UNRESTRICTED | $1,000 |
| NATIONAL CATHEDRAL SCHOOL | |||||||
| 3612 WOODLEY RD NW | WASHINGTON | DC | 20016 | NONE | PC | UNRESTRICTED | $10,000 |
| THOMAS AND BIRDIE C SMITH ARTS | |||||||
| 14 LOGAN CIR NW | WASHINGTON | DC | 20005 | NONE | PC | UNRESTRICTED | $250 |
| YALE UNIVERSITY | |||||||
| PO BOX 2038 | NEW HAVEN | CT | 06521 | NONE | PC | HUNDT FAMILY LAW FELLOWSHIP FUND | $50,000 |
| YALE UNIVERSITY DEVELOPMENT | |||||||
| PO BOX 208215 | NEW HAVEN | CT | 06520 | NONE | PC | YALE LAW SCHOOL FUND | $20,000 |
| CHILD JUSTICE INC | |||||||
| 901 K ST 700 | WASHINGTON | DC | 20001 | NONE | PC | UNRESTRICTED | $250 |
| ST ALBANS | |||||||
| 3101 WISCONSIN AVENUE NW | WASHINGTON | DC | 20016 | NONE | PC | UNRESTRICTED | $40,000 |
| COMMUNITY WATER CENTER | |||||||
| 900 W OAK AVENUE | VISALIA | CA | 93291 | NONE | PC | UNRESTRICTED | $200 |
| KEEN GREATER DC | |||||||
| PO BOX 341590 | BETHESDA | MD | 20827 | NONE | PC | UNRESTRICTED | $250 |
| COALITION FOR GREEN CAPITAL | |||||||
| 1875 CONNECTICUT NW | WASHINGTON | DC | 20009 | NONE | PC | UNRESTRICTED | $1,000 |
| MAKE EVERY VOTE COUNT INC | |||||||
| 850 TENTH STREET NW | WASHINGTON | DC | 20001 | NONE | NC | UNRESTRICTED | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $158,050 | 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 | $86,669 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $236 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $405,860 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|---|---|
| BLACKSTONE - ORDINARY INCOME | 525990 | -$73 | ||
| BLACKSTONE - OTHER INCOME | 18 | -$4,492 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$73 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $488,273 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $488,200 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | REED HUNDT | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| 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) |
|---|---|---|
| Total Contributions | $201,216 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 2252 SHARES OF WORKDAY INC. | NoncashPropertyDesc |
| Fair Market Value | $201,216 | FairMarketValueAmt |
| Received | 2017-05-02 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $5,975 | Amt |
| Net Investment Income | $5,975 | 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 | $2,559,848 | EOYBookValueAmt |
| EOYFMV | $2,913,300 | 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 | $55,017 | BookValueAmt |
| EOYFMV | $55,017 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK TO TAX DIFFERENCES FROM PASS-THROUGH ENTITIES AND OTHER | Desc |
| Amt | $7,624 | 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 | $19,206 | $19,206 | $0 | $0 |
| BLACKSTONE - PORTFOLIO DEDUCTIONS | $56 | $56 | $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 | $236 | $236 | $0 |
| BLACKSTONE - ORDINARY INCOME | -$73 | $0 | $0 |
| BLACKSTONE - OTHER INCOME | -$4,492 | -$4,492 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX PAID | CategoryTxt |
| Amt | $3,006 | Amt |
| Net Investment Income | $3,006 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |