THE@JEANNE AND HERBERT HANSELL FUND: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- THE@JEANNE AND HERBERT HANSELL FUND (EIN 52-2225428)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-10-31
- IRS object ID
- 201633059349100508
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Other Schedule2
- Other Expenses Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-10-31T10:31:55-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 522248361 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALEXANDRIA CAPITAL LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1030 15TH STREET NW | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20005 | 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 | 522225428 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE JEANNE AND HERBERT HANSELL FUND | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JEAN | BusinessNameControlTxt |
| Phone | 2158086657 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 4350 | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19118 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HERBERT J HANSELL | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2022345910 | PhoneNum |
| Signature | 2016-10-31 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | INGRID P JOHN | PreparerPersonNm |
| PTIN | P01388702 | PTIN |
| Phone | 2023910170 | PhoneNum |
| Preparation | 2016-10-31 | PreparationDt |
| 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) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,179,880 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $18,205 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $18,205 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$9,450 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $219,470 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $8,755 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $18,205 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,584 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Expenses Rev And Expnss | $42 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,626 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $65,600 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $65,600 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $68,226 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $65,600 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$59,471 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $18,205 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $281,006 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $48,164 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $48,164 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Bonds BOY | $50,105 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $0 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $0 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $828,281 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,051,757 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,131,716 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,159,392 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,099,921 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,179,880 | 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 | $1,159,392 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,099,921 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,159,392 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,099,921 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,159,392 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,099,921 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,159,392 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$59,471 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,099,921 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,099,921 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 50000 GE CAPITAL FINANCIAL I 1.8% 3/4/2015 (36160TQV1) | P | 2011-02-25 | 2015-03-04 | $50,000 | $50,000 | $0 | $0 |
| 2228.011 PIMCO EMERGING MKTS BD FD I (PEBIX) | P | 2013-10-02 | 2015-10-21 | $21,655 | $25,000 | -$3,345 | -$3,345 |
| 3116.824 PIMCO FDS PAC INVT MGMT SER (PFORX) | P | 2013-10-02 | 2015-10-21 | $33,108 | $33,000 | $108 | $108 |
| 609 VANGUARD FTSE EMERGING MARK (VWO) | P | 2013-10-02 | 2015-12-11 | $19,198 | $24,908 | -$5,710 | -$5,710 |
| 9233.928 WELLS FARGO ADV SHORT DURAT (WSGIX) | P | 2009-12-21 | 2015-10-21 | $92,685 | $96,012 | -$3,327 | -$3,327 |
| Capital Gains Dividends | P | $2,824 | $2,824 | $2,824 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$9,450 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $64,020 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,271,969 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.050331 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $162,496 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,283,033 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.126650 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $123,583 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,390,710 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.088863 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $77,095 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,424,343 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.054127 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $63,260 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,442,122 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.043866 | DistributionYr5Rt |
| Total Distribution | 0.363837 | TotalDistributionRt |
| Average Distribution | 0.072767 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,237,847 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $90,074 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $182 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $90,256 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $65,600 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $364 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $364 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $364 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,389 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $1,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $2,389 | TotalPaymentsAndCreditsAmt |
| Overpayment | $2,025 | OverpaymentAmt |
| Applied To ES Tax | $2,025 | 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 | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| 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 | 0 | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | LINDA J HANSELL | IndividualWithBooksNm |
| Phone | 2158086657 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 4350 | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19118 | 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| DAVID A HANSELL | ||||||||
| 395 BROADWAY APT 15E | NEW YORK | NY | 10013 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| LINDA J HANSELL | ||||||||
| 6907 HENLEY STREET | PHILADELPHIA | PA | 19119 | TRUSTEE | 1.00 | $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 | $937,240 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $319,457 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,256,697 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,256,697 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $18,850 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,237,847 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $61,892 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $61,892 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $364 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $364 | TotalTaxAmt |
| Distributable Before Adj | $61,528 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $61,528 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $61,528 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $65,600 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $65,600 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $65,600 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $61,528 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $6,795 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $54,969 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $99,302 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,029 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $162,095 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $65,600 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $61,528 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $4,072 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $166,167 | 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 | $166,167 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $6,795 | ExcessFromYear4Amt |
| Excess From Year3 | $54,969 | ExcessFromYear3Amt |
| Excess From Year2 | $99,302 | ExcessFromYear2Amt |
| Excess From Year1 | $1,029 | ExcessFromYear1Amt |
| Excess From Current Year | $4,072 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (46 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| Alliance for Justice | |||||||
| 11 Dupont Circle NW | Washington | DC | 20038 | public charity | General Support | $750 | |
| American Constitution Society for Law & Policy | |||||||
| 50 F Street NW Ste 5200 | Washington | DC | 20001 | public charity | General Support | $200 | |
| American Law Institute | |||||||
| 4025 Chestnut St | Philadelphia | PA | 19104 | public charity | General Support | $250 | |
| Americans United | |||||||
| 1301 K Street NW 850 East | Washington | DC | 20005 | public charity | General Support | $100 | |
| Appleseed | |||||||
| 727 15th Street NW 11th Floor | Washington | DC | 20005 | public charity | General Support | $100 | |
| Ashley Bryan Center | |||||||
| PO Box 263 | Islesford | ME | 04646 | public charity | General Support | $100 | |
| Brady Center to Prevent Gun Violence | |||||||
| 1225 I Street NW 1100 | Washington | DC | 20005 | public charity | General Support | $500 | |
| Bread for the City | |||||||
| 1640 Good Hope Rd SE | Washington | DC | 20020 | public charity | General Support | $100 | |
| Brooklyn Community Bail Fund | |||||||
| 81 Prospect St | Brooklyn | NY | 11201 | public charity | General Support | $1,000 | |
| Capital Area Food Bank | |||||||
| 645 Taylor Street NE | Washington | DC | 20017 | public charity | General Support | $100 | |
| CeaseFire PA | |||||||
| PO Box 60095 | Philadelphia | PA | 19102 | public charity | General Support | $500 | |
| Center on Law and Social Policy | |||||||
| 1200 18th St NW Suite 200 | Washington | DC | 20036 | public charity | General Support | $5,000 | |
| Chesapeake Bay Foundation | |||||||
| 162 Prince George Street | Annapolis | MD | 21401 | public charity | General Support | $200 | |
| Compassion and Choices | |||||||
| PO Box 101810 | Denver | CO | 802501810 | public charity | General Support | $100 | |
| Consumer Reports Foundation | |||||||
| 101 Truman Avenue | Yonkers | NY | 10703 | public charity | General Support | $1,000 | |
| Cornell Lab of Ornithology | |||||||
| PO Box 25835 | Lehigh Valley | PA | 180025835 | public charity | General Support | $1,000 | |
| Crossway Community | |||||||
| 3015 Upton Drive | Kensington | MD | 20895 | public charity | General Support | $3,000 | |
| Earthjustice | |||||||
| 426 17th St NW 6th Floor | Oakland | CA | 94612 | public charity | General Support | $300 | |
| GWU Professional Psychology Program Clinic | |||||||
| 1922 F Street NW Suite 103 | Washington | DC | 20052 | public charity | General Support | $20,000 | |
| International Senior Lawyers Project | |||||||
| 31 W 52nd Street | New York | NY | 10019 | public charity | General Support | $3,000 | |
| Jewish Federation of Greater Washington (UJA) | |||||||
| 6101 Montrose Road | Rockville | MD | 20852 | public charity | General Support | $600 | |
| Legal Aid Society of DC | |||||||
| 1331 H St NW 350 | Washington | DC | 200054748 | public charity | General Support | $500 | |
| Levine School of Music | |||||||
| 2801 Upton Street NW | Washington | DC | 20008 | public charity | General Support | $600 | |
| MEMRI (Middle East Media Research Institute) | |||||||
| PO Box 27837 | Washington | DC | 200387837 | public charity | General Support | $100 | |
| Minds Matter DC | |||||||
| 1120 Avenue of the Americas 4th | New York | NY | 10036 | public charity | General Support | $100 | Floor |
| NAACP | |||||||
| 4805 Mt Hope Drive | Baltimore | MD | 21215 | public charity | General Support | $100 | |
| National Audubon Society | |||||||
| 225 Varick Street | New York | NY | 10014 | public charity | General Support | $250 | |
| Natural Resources Defense Council | |||||||
| 40 West 20th Street | New York | NY | 10011 | public charity | General Support | $500 | |
| North East Community Center | |||||||
| PO Box 35 51 South Center Street | Millerton | NY | 12546 | public charity | General Support | $150 | |
| OXFAM | |||||||
| 226 Causeway Street 5th Floor | Boston | MA | 021142206 | public charity | General Support | $100 | |
| PFLAG | |||||||
| 1828 LStreet NW Suite 660 | Washington | DC | 20036 | public charity | General Support | $100 | |
| Planned Parenthood | |||||||
| 1108 16th Street NW | Washington | DC | 20036 | public charity | General Support | $500 | |
| Public Health Solutions | |||||||
| 40 Worth St 5th Flr | New York | NY | 100132988 | public charity | General Support | $5,000 | |
| SOME (So Others Might Eat) | |||||||
| 71 O Street NW | Washington | DC | 20001 | public charity | General Support | $100 | |
| Seed Foundation | |||||||
| 1776 Massachusetts Av NW 600 | Washington | DC | 20036 | public charity | General Support | $750 | |
| Seeds of Peace | |||||||
| 370 Lexington Avenue Suite 2103 | New York | NY | 10017 | public charity | General Support | $100 | |
| Sierra Club | |||||||
| 50 F St NW 8000 | Washington | DC | 20001 | public charity | General Support | $100 | |
| Simpatico Theatre Project | |||||||
| 850 South 2nd Street | Philadelphia | PA | 19147 | public charity | General Support | $5,000 | |
| Smithsonian Institution | |||||||
| 1000 Jefferson SW 486 | Washington | DC | 20560 | public charity | General Support | $1,000 | |
| Smithsonian National Museum of American Indian | |||||||
| PO Box 96836 | Washington | DC | 200096836 | public charity | General Support | $5,000 | |
| Southern Poverty Law Center | |||||||
| 400 Washington Ave | Montgomery | AL | 36104 | public charity | General Support | $100 | |
| UNCHR - United Nations Refugee Agency | |||||||
| 1775 K St NW Suite 580 | Washington | DC | 20006 | public charity | General Support | $250 | |
| Unitarian Universalist Church of Restoration | |||||||
| 6900 Stenton Avenue | Philadelphia | PA | 19150 | public charity | General Support | $6,000 | |
| Washington Inst For NE Policy | |||||||
| 1828 L Street NW 1050 | Washington | DC | 20036 | public charity | General Support | $300 | |
| Wendt Center of Loss and Healing | |||||||
| 2041 Martin Luther King Jr Ave SE | Washington | DC | 20020 | public charity | General Support | $250 | |
| WETA | |||||||
| PO Box 2600 | Washington | DC | 20013 | public charity | General Support | $750 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $65,600 | 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 | $18,205 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$9,450 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $8,755 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $8,755 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL FEES - ACAP | CategoryTxt |
| Amt | $2,584 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | BONDS - OTHER | BondNm |
| EOY Book Value | $0 | EOYBookValueAmt |
| EOYFMV | $0 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MUTUAL FUNDS | AT COST | $270,171 | $292,649 |
| EXCHANGE TRADED FUNDS | AT COST | $781,586 | $839,067 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PO BOX RENTAL | Desc |
| Revenue And Expenses Per Books | $42 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |