HUNDT FAMILY FOUNDATION INC: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- HUNDT FAMILY FOUNDATION INC (EIN 52-2236016)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-11-14
- IRS object ID
- 201603199349100100
- Schema version
- 2015v2.1
- 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
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-11-14T06:01:15-06:00 | ReturnTs |
| Tax Period End | 2015-12-31 | 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 | 7101 WISCONSIN AVE SUITE 1012 | AddressLine1Txt |
| City | BETHESDA | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20814 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | 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 | 2016-08-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PHILIP R BAKER | PreparerPersonNm |
| PTIN | P00010692 | PTIN |
| Phone | 3016549000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,125,980 | 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 | $128,057 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $53,062 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $53,062 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $33,417 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $522,306 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $33,417 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $128 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $128 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $128 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $214,664 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $86,607 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $128 | 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 | $5,875 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,350 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $2,350 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,175 | AccountingFeesChrtblPrpsAmt |
| Interest Rev And Expnss | $2 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $2 | InterestNetInvstIncmAmt |
| Interest Adj Net Incm | $0 | InterestAdjNetIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,482 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,482 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $19,817 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $19,817 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $27,176 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $23,651 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $2,350 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,175 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $75,444 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $75,444 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $102,620 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $23,651 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $2,350 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $76,619 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $112,044 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $62,956 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $76,268 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $43,334 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $43,334 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,702,749 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,863,666 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,959,099 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $184,921 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $123,547 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $123,547 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,963,938 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,030,547 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,125,980 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | 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 | $1,963,938 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,030,547 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,963,938 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,030,547 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,963,938 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,030,547 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,963,938 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $112,044 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,075,982 | SubtotalAmt |
| Other Decreases | $45,435 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,030,547 | 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 | 2015-12-31 | $103,452 | $113,477 | -$10,025 | -$10,025 | |
| MORGAN STANLEY | 2015-12-31 | $418,854 | $423,736 | -$4,882 | -$4,882 | |
| MORGAN STANLEY - CAPITAL GAIN DISTRIBUTIONS | 2015-12-31 | $15,302 | $15,302 | |||
| PARTNERSHIPS | 2015-12-31 | -$25 | -$25 | P | ||
| PARTNERSHIPS | 2015-12-31 | $33,047 | $33,047 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $33,417 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$10,050 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $217,086 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,113,496 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.102714 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $67,974 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,009,400 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.033828 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $115,325 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,848,906 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.062375 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $91,400 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,711,588 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.053401 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $78,650 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,529,996 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.051405 | DistributionYr5Rt |
| Total Distribution | 0.303723 | TotalDistributionRt |
| Average Distribution | 0.060745 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,077,435 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $126,194 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $630 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $126,824 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $76,619 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,259 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,259 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,259 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,402 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,402 | TotalPaymentsAndCreditsAmt |
| Overpayment | $1,143 | OverpaymentAmt |
| Applied To ES Tax | $1,143 | 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 |
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 | ||||||||
| 1330 UNIVERSITY DRIVE | MENLO PARK | CA | 94025 | 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 | $1,918,464 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $67,060 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $123,547 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,109,071 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,109,071 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $31,636 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,077,435 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $103,872 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $103,872 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,259 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,259 | TotalTaxAmt |
| Distributable Before Adj | $102,613 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $102,613 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $102,613 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $76,619 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $76,619 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $76,619 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $102,613 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2013 | PriorYear1Yr |
| Prior Year2 | 2012 | PriorYear2Yr |
| Prior Year3 | 2011 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $3,648 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $8,361 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $27,175 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $113,807 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $152,991 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $76,619 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $76,619 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $25,994 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $25,994 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $126,997 | 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 | $126,997 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $13,190 | ExcessFromYear3Amt |
| Excess From Year1 | $113,807 | ExcessFromYear1Amt |
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 (11 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| THE CARTER CENTER | |||||||
| 453 FREEDOM PARKWAY | ATLANTA | GA | 30307 | NONE | PC | UNRESTRICTED | $25 |
| EVERYBODY WINS | |||||||
| 1920 N ST NW | WASHINGTON | DC | 20036 | NONE | PC | UNRESTRICTED | $500 |
| ASPEN MUSIC FESTIVAL | |||||||
| 225 MUSIC SCHOOL ROAD | ASPEN | CO | 81611 | NONE | PC | UNRESTRICTED | $1,750 |
| ST ALBANS SCHOOL | |||||||
| MOUNT ST ALBAN | WASHINGTON | DC | 20016 | NONE | PC | UNRESTRICTED | $5,000 |
| VASSAR COLLEGE | |||||||
| 124 RAYMOND AVENUE | POUGHKEEPSIE | NY | 12604 | NONE | PC | CLASS OF 1969 MEMORIAL SCHOLARSHIP FUND | $1,969 |
| AMERICAN LUNG ASSOCIATION | |||||||
| PO BOX 7000 | ALBERT LEA | MN | 56007 | NONE | PC | UNRESTRICTED | $100 |
| Y HOUSE | |||||||
| PO BOX 208215 | NEW HAVEN | CT | 06520 | NONE | PC | UNRESTRICTED | $5,000 |
| YALE UNIVERSITY DEVELOPMENT | |||||||
| PO BOX 208215 | NEW HAVEN | CT | 06520 | NONE | PC | UNRESTRICTED | $50,000 |
| HAMDEN HALL COUNTRY DAY SCHOOL | |||||||
| 1108 WHITNEY AVENUE | HAMDEN | CT | 06517 | NONE | PC | UNRESTRICTED | $10,000 |
| HOSPICE OF PALM BEACH CITY | |||||||
| 5300 EAST AVENUE | WEST PALM BEACH | FL | 33407 | NONE | PC | UNRESTRICTED | $100 |
| AFRICAN LEADERSHIP FOUNDATION | |||||||
| PO BOX 7408 | NEW YORK | NY | 10150 | NONE | PC | UNRESTRICTED | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $75,444 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | YALE UNIVERSITY | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 208215 | AddressLine1Txt |
| City | NEW HAVEN | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06520 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | HUNDT FAMILY LAW FELLOWSHIP FUND | GrantOrContributionPurposeTxt |
| Amt | $200,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $200,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $53,062 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $175 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $33,417 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionAmt |
|---|---|
| BLACKSTONE - ORDINARY INCOME | -$99 |
| BLACKSTONE - OTHER INCOME | $52 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $86,607 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $86,607 | 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 | $122,182 | Yes (X) | Yes (X) |
| REED HUNDT | |||||||
| 2 | 6416 BROOKSIDE DRIVE | CHEVY CHASE | MD | 20815 | $5,875 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 1,159 SHARES OF FACEBOOK INC | NoncashPropertyDesc |
| Fair Market Value | $122,182 | FairMarketValueAmt |
| Received | 2015-12-10 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $5,875 | Amt |
| Net Investment Income | $2,350 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $2,350 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,175 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MORGAN STANLEY #084 | $1,741,484 | $1,837,798 |
| MORGAN STANLEY #082 | $122,182 | $121,301 |
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 | $123,547 | BookValueAmt |
| EOYFMV | $123,547 | 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 | $45,435 | 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 |
|---|---|---|---|---|
| INMENTMENT FEES | $19,698 | $19,698 | $0 | $0 |
| BLACKSTONE - PORTFOLIO DEDUCTIONS | $119 | $119 | $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 | $175 | $175 | $175 |
| BLACKSTONE - ORDINARY INCOME | -$99 | -$99 | -$99 |
| BLACKSTONE - OTHER INCOME | $52 | $52 | $52 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX PAID | CategoryTxt |
| Amt | $1,482 | Amt |
| Net Investment Income | $1,482 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |