HAHN FAMILY FOUNDATION INC: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- HAHN FAMILY FOUNDATION INC (EIN 65-0757808)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2018-01-08
- IRS object ID
- 201810089349100401
- Schema version
- 2016v3.0
- 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 Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-01-08T16:15:35-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 650680306 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LEVENSON KATZIN & BALLOTTA PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7901 SW 6TH CT STE 140 | AddressLine1Txt |
| City | PLANTATION | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33324 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 650757808 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HAHN FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HAHN | BusinessNameControlTxt |
| Phone | 3056529306 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1313 HASTINGS STREET | AddressLine1Txt |
| City | TEANECK | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07666 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BARRY HAHN | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 3056529306 | PhoneNum |
| Signature | 2017-11-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ALFRED J KATZIN CPA | PreparerPersonNm |
| PTIN | P00046553 | PTIN |
| Phone | 9549617940 | PhoneNum |
| Preparation | 2018-01-08 | PreparationDt |
Filing Security Information FilingSecurityInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| At Submission Creation Device Id | 6477A49C2F30A6C7D56B631DEA49084341DA5776 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 6477A49C2F30A6C7D56B631DEA49084341DA5776 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $11,642,484 | FMVAssetsEOYAmt |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $21,923 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $21,923 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $146,614 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $146,138 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $22,645 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $6,492,267 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $22,645 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $91,176 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $60,405 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $282,358 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $251,111 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $20,860 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $20,860 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $32,308 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $17,308 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $15,000 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,000 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $11,937 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $11,885 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $2 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $67,105 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $50,053 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $15,002 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $624,985 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $624,985 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $692,090 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $50,053 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $639,987 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$409,732 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $201,058 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $993,186 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $826,344 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $826,344 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $8,606,173 | CorporateStockBOYAmt |
| Corporate Stock EOY | $8,477,805 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $8,682,789 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,905,548 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,808,222 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,128,841 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $21,706 | OtherAssetsBOYAmt |
| Other Assets EOY | $4,510 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $4,510 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $11,526,613 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,116,881 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $11,642,484 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $11,526,613 | UnrestrictedBOYAmt |
| Unrestricted EOY | $11,116,881 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $11,526,613 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $11,116,881 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $11,526,613 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $11,116,881 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $11,526,613 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$409,732 | ExcessRevenueOverExpensesAmt |
| Subtotal | $11,116,881 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $11,116,881 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (16 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| SEE ATTACHED UBS 16685 REPORT | P | 2016-01-02 | 2016-12-31 | $18,647 | $19,725 | -$1,078 | -$1,078 |
| K-1 AG ENERGY CREDIT OPPORTUNITIES | P | 2015-01-02 | 2016-12-31 | $1,828 | $1,828 | $1,828 | |
| SEE ATTACHED UBS 16685 REPORT | P | 2015-01-02 | 2016-12-31 | $751,315 | $778,042 | -$26,727 | -$26,727 |
| SEE ATTACHED UBS 16683 REPORT | P | 2016-01-02 | 2016-12-31 | $1,880,925 | $1,895,717 | -$14,792 | -$14,792 |
| SEE ATTACHED UBS 16683 REPORT | P | 2015-01-02 | 2016-12-31 | $452,052 | $399,935 | $52,117 | $52,117 |
| SEE ATTACHED UBS 16684 REPORT | P | 2016-01-02 | 2016-12-31 | $2,522,402 | $2,577,078 | -$54,676 | -$54,676 |
| SEE ATTACHED UBS 16684 REPORT | P | 2015-01-02 | 2016-12-31 | $525,040 | $496,472 | $28,568 | $28,568 |
| SEE ATTACHED UBS 16686 REPORT | P | 2016-01-02 | 2016-12-31 | $60,825 | $75,146 | -$14,321 | -$14,321 |
| SEE ATTACHED UBS 16686 REPORT | P | 2015-01-02 | 2016-12-31 | $186,724 | $203,417 | -$16,693 | -$16,693 |
| CARTER'S INC FINRA SETTLEMENT | P | 2015-01-02 | 2016-09-02 | $76 | $76 | $76 | |
| PFIC AVENUE EUROPE CAPITAL | P | 2015-01-02 | 2016-12-31 | $28 | $28 | $28 | |
| K-1 SPECIAL CREDIT OPPORTUNITIES | P | 2016-01-02 | 2016-12-31 | $309 | $309 | $309 | |
| PFIC NORTH HAVEN CREDIT OPPORTUNITIE | P | 2015-01-02 | 2016-12-31 | $22,740 | -$22,740 | -$22,740 | |
| K-1 RE PREMIER R/E DEBT ONSHORE | P | 2015-01-02 | 2016-12-31 | $188 | $188 | $188 | |
| EXCESS DISTRIBUTIONS ASIA ENTERPRISE | P | 2015-01-02 | 2016-12-31 | $35,580 | $35,580 | $35,580 | |
| K-1 SPECIAL CREDIT OPPORTUNITITES | P | 2015-01-02 | 2016-12-31 | $1,350 | -$1,350 | -$1,350 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $22,645 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$84,558 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $748,360 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $12,370,783 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.060494 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $730,384 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $12,929,634 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.056489 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $558,984 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $12,624,143 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.044279 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $696,435 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $12,520,064 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.055626 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $624,781 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $13,099,249 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.047696 | DistributionYr5Rt |
| Total Distribution | 0.264584 | TotalDistributionRt |
| Average Distribution | 0.052917 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $11,560,169 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $611,729 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,011 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $613,740 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $639,987 | 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 | $2,011 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,011 | SubtotalAmt |
| Tax Based On Investment Income | $2,011 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,792 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $4,792 | TotalPaymentsAndCreditsAmt |
| Overpayment | $2,781 | OverpaymentAmt |
| Applied To ES Tax | $2,781 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALFRED J KATZIN CPA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9549617940 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7901 SW 6TH COURT SUITE 140 | AddressLine1Txt |
| City | PLANTATION | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 333243248 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 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 |
|---|---|---|---|---|---|---|---|---|
| BARRY HAHN | ||||||||
| 1313 HASTINGS STREET | TEANECK | NJ | 07666 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| ELLIOT HAHN | ||||||||
| 6100 HOLLYWOOD BOULEVARD SUITE 307 | HOLLYWOOD | FL | 33024 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| LILLIAN HAHN | ||||||||
| 6100 HOLLYWOOD BOULEVARD SUITE 307 | HOLLYWOOD | FL | 33024 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $10,847,456 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $871,708 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $17,048 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $11,736,212 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $11,736,212 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $176,043 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $11,560,169 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $578,008 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $578,008 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,011 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,011 | TotalTaxAmt |
| Distributable Before Adj | $575,997 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $575,997 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $575,997 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $639,987 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $639,987 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $2,011 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $637,976 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $575,997 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr2 | $51,309 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $139,237 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $190,546 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $639,987 | QualifyingDistributionsAmt |
| Applied To Current Year | $575,997 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $63,990 | RemainingDistriFromCorpusAmt |
| Total Corpus | $254,536 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $254,536 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $51,309 | ExcessFromYear2Amt |
| Excess From Year1 | $139,237 | ExcessFromYear1Amt |
| Excess From Current Year | $63,990 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ELLIOT AND LILLIAN HAHN | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | BARRY J HAHN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1313 HASTINGS STREET | AddressLine1Txt |
| City | TEANECK | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07666 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3056529306 | RecipientPhoneNum |
| Form And Info And Materials | EMAIL TO HAHNFAMILYFOUNDATION@YAHOO.COM | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | QUALIFIED SECTION 501(C)(3) ORGANIZATIONS ONLY | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (35 entries)
| Business Name Line2RecipientBusinessName/BusinessNameLine2Txt | Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | Address Line2RecipientForeignAddress/AddressLine2Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AMERICAN FRIENDS OF BEIT ISSIE SHAP | |||||||||||||||
| AMERICAN FRIENDS OF BEIT ISSIE SHAPIRO | 18900 NE 25TH AVENUE | 18900 NE 25TH AVENUE | NORTH MIAMI BEACH | FL | 33180 | NONE | 501(C)(3) | FOR CHARITABLE GENERAL SUPPORT | $12,462 | ||||||
| AMERICAN COMMITTEE FOR SHAARE ZEDEK | |||||||||||||||
| AMERICAN COMMITTEE FOR SHAARE ZEDEK | 55 WEST 39 STREET 4TH FL | 55 WEST 39 STREET 4TH FL | NEW YORK | NY | 10018 | NONE | 501(C)(3) | FOR MEDICAL GENERAL SUPPORT | $50,000 | ||||||
| BETH JACOB ACADEMY | |||||||||||||||
| BETH JACOB ACADEMY | 1213 ELM AVE | 1213 ELM AVE | BROOKLYN | NY | 11230 | NONE | 501(C)(3) | FOR EDUCATIONAL GENERAL SUPPORT | $5,000 | ||||||
| CHAI LIFELINE OF SOUTH FLORIDA | |||||||||||||||
| CHAI LIFELINE OF SOUTH FLORIDA | 2699 STIRLING ROAD | 2699 STIRLING ROAD | FORT LAUDERDALE | FL | 33312 | NONE | 501(C)(3) | FOR CHARITABLE GENERAL SUPPORT | $25,000 | ||||||
| CHESED SHEL EMES | |||||||||||||||
| CHESES SHEL EMES | 1224 52ND STREET | 1224 52ND STREET | BROOKLYN | NY | 11219 | NONE | 501(C)(3) | FOR CHARITABLE GENERAL SUPPORT | $250 | ||||||
| CONGREGATION BNAI YESHURA | |||||||||||||||
| CONGREGATION BNAI YESHURA | 641 W ENGLEWOOD AVE | 641 W ENGLEWOOD AVE | TEANECK | NJ | 07666 | NONE | 501(C)(3) | FOR RELIGIOUS GENERAL SUPPORT | $2,462 | ||||||
| CONGREGATION SHAARAY TEFILAH | |||||||||||||||
| CONGREGATION SHAARAY TEFILAH | 971 NE 172 STREET | 971 NE 172 STREET | NORTH MIAMI BEACH | FL | 33162 | NONE | 501(C)(3) | FOR RELIGIOUS GENERAL SUPPORT | $50,000 | ||||||
| FREINDS OF LUBAVITCH BERGEN COUNTY | |||||||||||||||
| FRIENDS OF LUBAVITCH BERGEN COUNTY | 513 KENWOOD PLACE | 513 KENWOOD PLACE | TEANECK | NJ | 07666 | NONE | 501(C)(3) | FOR RELIGIOUS GENERAL SUPPORT | $3,628 | ||||||
| HASBARA FELLOWSHIPS | |||||||||||||||
| HASBARA FELLOWSHIPS | 520 8TH AVENUE SUITE 2004 | 520 8TH AVENUE SUITE 2004 | NEW YORK | NY | 10018 | NONE | 501(C)(3) | FOR CHARITABLE GENERAL SUPPORT | $25,000 | ||||||
| HEBREW ACADEMY FOR SPECIAL CHILDREN | |||||||||||||||
| HEBREW ACADEMY FOR SPCIAL CHILDREN | 5902 14TH AVENUE | 5902 14TH AVENUE | BROOKLYN | NY | 11219 | NONE | 501(C)(3) | FOR CHARITABLE GENERAL SUPPORT | $100 | ||||||
| ISRAEL SPECIAL KIDS FUND | |||||||||||||||
| ISRAEL SPECIAL KIDS FUND | 505 EIGHT AVENUE | 505 EIGHT AVENUE | NEY YORK | NY | 10018 | NONE | 501(C)(3) | FOR CHARITABLE GENERAL SUPPORT | $1,000 | ||||||
| JEWISH CENTER FOR SPECIAL | |||||||||||||||
| JEWISH CENTER FOR SPECIAL | 430 KENT AVE | 430 KENT AVE | BROOKLYN | NY | 11211 | NONE | 501(C)(3) | FOR EDUCATIONAL GENERAL SUPPORT | $100 | ||||||
| JEWISH EDUCATION CENTER OF SOUTH FL | |||||||||||||||
| JEWISH EDUCATION CENOER OF SOUTH FL | 3600 NW 2ND COURT | 3600 NW 2ND COURT | BOCA RATON | FL | 33431 | NONE | 501(C)(3) | FOR EDUCATIONAL GENERAL SUPPORT | $5,000 | ||||||
| KESHER LD INC | |||||||||||||||
| KESHER LD INC | 18900 NE 25TH AVENUE | 18900 NE 25TH AVENUE | MIAMI | FL | 33180 | NONE | 501(C)(3) | FOR EDUCATIONAL GENERAL SUPPORT | $1,800 | ||||||
| MAIMONIDES FELLOWSHIPS FLORIDA | |||||||||||||||
| MAIMONIDES FELLOWSHIP FLORIDA | 1050 NE 177 TERRACE | 1040 NE 177 TERRACE | NORTH MIAMI BEACH | FL | 33162 | NONE | 501(C)(3) | FOR EDUCATIONAL GENERAL SUPPORT | $10,000 | ||||||
| NATL CONF OF SYNAGOGUE YOUTH | |||||||||||||||
| NATL CONF OF SYNAGOGUE YOUTH | 1345 QUEEN ANNE ROAD | 1345 QUEEN ANNE ROAD | TEANECK | NJ | 07666 | NONE | 501(C)(3) | FOR EDUCATIONAL GENERAL SUPPORT | $10,000 | ||||||
| NER ISRAEL RABBINICAL COLLEGE | |||||||||||||||
| NER ISRAEL RABBINICAL COLLEGE | 400 MOUNT WILSON LANE | 400 MOUNT WILSON LANE | BALTIMORE | MD | 21208 | NONE | 501(C)(3) | FOR EDUCATIONAL GENERAL SUPPORT | $1,000 | ||||||
| NORTH MIAMI BEACH KOLLEL | |||||||||||||||
| NORTH MIAMI BEACH KOLLEL | 16375 NE 18TH AVE | 16375 NE 18TH AVE | NORTH MIAMI BEACH | FL | 33162 | NONE | 501(C)(3) | FOR RELIGIOUS GENERAL SUPPORT | $5,600 | ||||||
| ORLANDO TORAH ACADEMY | |||||||||||||||
| ORLANDO TORAH ACADEMY | 8651 COMMODITY CIRCLE | 8651 COMMODITY CIRCLE | ORLANDO | FL | 32819 | NONE | 501(C)(3) | FOR EDUCATIONAL GENERAL SUPPORT | $50,000 | ||||||
| THE FRISCH SCHOOL | |||||||||||||||
| THE FRISCH SCHOOL | 120 W CENTURY ROAD | 120 W CENTURY ROAD | PARAMUS | NJ | 07652 | NONE | 501(C)(3) | FOR EDUCATIONAL GENERAL SUPPORT | $3,500 | ||||||
| TORES EMES ACADEMY OF MIAMI | |||||||||||||||
| TORES EMES ACEDEMY OF MIAMI | 1025 NE MIAMI GARDENS DR | 1025 NE MIAMI GARDENS DR | NORTH MIAMI BEACH | FL | 33179 | NONE | 501(C)(3) | FOR EDUCATIONAL GENERAL SUPPORT | $50,000 | ||||||
| AMERICAN FRIENDS OF YAD ELIEZER | |||||||||||||||
| AMERICAN FRIENDS OF YAD ELIEZER | 1102 E 26TH STREET | 1102 E 26TH STREET | BROOKLYN | NY | 11210 | NONE | 501(C)(3) | FOR CHARITABLE GENERAL SUPPORT | $500 | ||||||
| YESHIVAT NOAM | |||||||||||||||
| YESHIVAT NOAM | 70 WEST CENTURY ROAD | 70 WEST CENTURY ROAD | PARAMUS | NJ | 07652 | NONE | 501(C)(3) | FOR EDUCATIONAL GENERAL SUPPORT | $2,500 | ||||||
| YOUNG ISRAEL GREATER MIAMI | |||||||||||||||
| YOUNG ISRAEL GREATER MIAMI | 990 NE 171 STREET | 990 NE 171 STREET | NORTH MIAMI BEACH | FL | 33162 | NONE | 501(C)(3) | FOR CHARITABLE GENERAL SUPPORT | $835 | ||||||
| SOUTHERN NCSY | |||||||||||||||
| SOUTHERN NCSY | 7200 CAMINO REAL STE 104 | 7200 CAMINO REAL STE 104 | BOCA RATON | FL | 334335511 | NONE | 501(C)(3) | FOR EDUCATIONAL GENERAL SUPPORT | $36,000 | ||||||
| MIKVAH ASSOCIATION OF TEANECK | |||||||||||||||
| MIKVAH ASSOCIATION OF TEANECK | 1726 WINDSOR ROAD | 1726 WINDSOR ROAD | TEANECK | NJ | 07666 | NONE | 501(C)(3) | FOR RELIGIOUS GENERAL SUPPORT | $3,600 | ||||||
| JACKSON HEALTH FOUNDATION | |||||||||||||||
| JACKSON HEALTH FOUNDATION | 1501 NW NORTH RIVER DRIVE | 1501 NW NORTH RIVER DRIVE | MIAMI | FL | 33125 | NONE | 501(C)(3) | FOR MEDICAL GENERAL SUPPORT | $10,000 | ||||||
| AISH HATORAH SOUTH FLORIDA | |||||||||||||||
| AISH HATORAH SOUTH FLORIDA | 4010 N 46TH AVENUE | 4010 N 46TH AVENUE | HOLLYWOOD | FL | 33021 | NONE | 501(C)(3) | FOR RELIGIOUS GENERAL SUPPORT | $90,000 | ||||||
| HOLOCAUST DOCUMENTATION & EDUCATION | |||||||||||||||
| HOLOCAUSE DOCUMENTATION & EDUCATION | 2031 HARRISON STREET | 2031 HARRISON STREET | HOLLYWOOD | FL | 33020 | NONE | 501(C)(3) | FOR EDUCATIONAL GENERAL SUPPORT | $500 | ||||||
| PROJECT EXTREME | |||||||||||||||
| PROJECT EXTREME | 335 CENTRAL AVENUE | 335 CENTRAL AVENUE | LAWRENCE | NY | 11559 | NONE | 501(C)(3) | FOR CHARITABLE GENERAL SUPPORT | $5,500 | ||||||
| TORAS CHAIM TORAS EMES ACADEMY | |||||||||||||||
| TORAS CHAIM TORAS EMES ACADEMY | 1025 NE MIAMI GARDENS DR | 1025 NE MIAMI GARDENS DR | NORTH MIAMI BEACH | FL | 33179 | NONE | 501(C)(3) | FOR EDUCATIONAL GENERAL SUPPORT | $48 | ||||||
| AMERICAN YEDIDIM | |||||||||||||||
| AMERICAN YEDIDIM | 17515 NE 7TH AVE | 17515 NE 7TH AVE | NORTH MIAMI BEACH | FL | 33162 | NONE | 501(C)(3) | FOR CHARITABLE GENERAL SUPPORT | $1,000 | ||||||
| YESHIVA TORAS CHAIM TORAS EMES | |||||||||||||||
| YESHIVA TORAS CHAIM TORAS EMES | 1025 MIAMI GARDENS DRIVE | 1025 MIAMIK GARDENS DRIVE | NORTH MIAMI BEACH | FL | 33179 | NONE | 501(C)(3) | FOR EDUCATIONAL GENERAL SUPPORT | $160,000 | ||||||
| COUNT ME IN | |||||||||||||||
| COUNT ME IN | 788 EAST 4 STREET | 788 EAST 4 STREET | BROOKLYN | NY | 11218 | NONE | 501(C)(3) | FOR CHARITABLE GENERAL SUPPORT | $2,500 | ||||||
| HACHNOSSOS KALLAH | |||||||||||||||
| HACHNOSSOS KALLAH | NONE | 501(C)(3) | FOR CHARTIBLE GENERAL SUPPORT | $100 | ZDAKA CENTER PO BOX 37027 | ZDAKA CENTER PO BOX 37027 | JERUSALEM | ISRAEL | IS | 9137001 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $624,985 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $21,923 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $146,614 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 15 | ExclusionCd |
| Exclusion | $17 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $22,645 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (9 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| GAAP<>TAX RE PREMIER RE | 14 | $495 |
| GAAP<>TAX AG ENERGY CREDIT | 14 | $13,838 |
| GAAP<>TAX SPECIAL CREDIT OP | 14 | $16,438 |
| SPECIAL CREDIT OPPORTUNITIE | 14 | $1,435 |
| AVENUE EUROPE CAP SOLUTIONS | 14 | $40,993 |
| NH CREDIT PARTNERS OFFSHORE | 14 | $9,445 |
| PARTNERSHIPS OTHER PORTFOLI | 14 | $6,285 |
| FOREIGN TAX ADJUSTMENT | 14 | $2,069 |
| PARTNERSHIPS OTHER INOME | 14 | $161 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $282,358 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $282,358 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING & TAX PREPARATION FEE | CategoryTxt |
| Amt | $20,860 | Amt |
| Net Investment Income | $20,860 | NetInvestmentIncomeAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| COMMON STOCKS & OPTIONS | $2,800,992 | $2,968,540 |
| MUTUAL FUNDS | $5,676,813 | $5,714,249 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| REAL ESTATE FUNDS | AT COST | $1,571 | $3,944 |
| HEDGE FUNDS | AT COST | $542,575 | $494,812 |
| PRIVATE EQUITY FUNDS | AT COST | $1,264,076 | $1,630,085 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | REPORTABLE INCOME ACCRUED | Desc |
| BOY Book Value | $21,706 | BOYBookValueAmt |
| EOY Book Value | $4,510 | EOYBookValueAmt |
| EOYFMV | $4,510 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| EXPENSES | |||
| PARTNERSHIP K-1S CHARITABLE | $2 | $2 | |
| PARTNERSHIP K-1S INVEST INT | $2,001 | $2,001 | |
| PARTNERSHIP K-1S IRC 59(E)(2) | $996 | $996 | |
| PARTNERSHIP K-1S PORTFOLIO EX | $8,859 | $8,859 | |
| PARTNERSHIP K-1S FOREIGN TAX | $29 | $29 | |
| PARTNERSHIP K-1S NONDEDUCT | $50 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (10 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FROM PARTNERSHIPS | $17 | $17 |
| GAAP<>TAX RE PREMIER RE | $495 | |
| GAAP<>TAX AG ENERGY CREDIT | $13,838 | |
| GAAP<>TAX SPECIAL CREDIT OPPS | $16,438 | |
| SPECIAL CREDIT OPPORTUNITIES | $1,435 | $1,435 |
| AVENUE EUROPE CAP SOLUTIONS | $40,993 | $40,993 |
| NH CREDIT PARTNERS OFFSHORE | $9,445 | $9,445 |
| PARTNERSHIPS OTHER PORTFOLIO | $6,285 | $6,285 |
| FOREIGN TAX ADJUSTMENT | $2,069 | $2,069 |
| PARTNERSHIPS OTHER INOME | $161 | $161 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| GRANT ADVISOR FEE | $15,000 | $15,000 | |
| INVESTMENT ADVISORY FEES | $17,308 | $17,308 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX PAYMENTS | CategoryTxt |
| Amt | $2,000 | Amt |