HUNDT FAMILY FOUNDATION INC: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- HUNDT FAMILY FOUNDATION INC (EIN 52-2236016)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-11-09
- IRS object ID
- 201543139349100024
- Schema version
- 2014v5.0
- 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
- Schedule B
- Accounting Fees Schedule
- All Oth Prog Rltd Investments Sch
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-11-09T12:40:06-06:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
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 | AddressLine1Txt |
| City | BETHESDA | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 208144805 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | 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) |
|---|---|---|
| In Care Of | % THE FOUNDATION | InCareOfNm |
| 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 | REED HUNDT | PersonNm |
| Person Title | CHAIRMAN | PersonTitleTxt |
| Phone | 3019135919 | PhoneNum |
| Signature | 2015-11-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | 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 | 2014 | TaxYr |
| Build TS | 2016-04-25 22:37:26Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,162,460 | 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 | $107,779 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $56,696 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $56,696 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $82,879 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $546,309 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $82,879 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$566 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$566 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $246,788 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $139,009 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $5,090 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Interest Rev And Expnss | $3 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $3 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $2,689 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $19,243 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $19,243 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $27,025 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $19,246 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $218,284 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $218,284 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $245,309 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $19,246 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $218,284 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,479 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $119,763 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $93,421 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $76,268 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $76,268 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,676,295 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,702,749 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,901,271 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $248,147 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $184,921 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $184,921 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,017,863 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,963,938 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,162,460 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $2,017,863 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,963,938 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,017,863 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,963,938 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,017,863 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,963,938 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,017,863 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,479 | ExcessRevenueOverExpensesAmt |
| Other Increases | -$55,404 | OtherIncreasesAmt |
| Subtotal | $1,963,938 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,963,938 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| SCHEDULE ATTACHED | $477,857 | $446,047 | $31,810 | $31,810 |
| SCHEDULE ATTACHED | $68,453 | $59,441 | $9,012 | $9,012 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $82,879 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $67,974 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,009,400 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.033828 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $115,325 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,848,906 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.062375 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $91,400 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,711,588 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.053401 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $78,650 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,529,996 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.051405 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $72,886 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,062,214 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.068617 | DistributionYr5Rt |
| Total Distribution | 0.269626 | TotalDistributionRt |
| Average Distribution | 0.053925 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,113,496 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $113,970 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,198 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $115,168 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $218,284 | 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 | $1,198 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,198 | SubtotalAmt |
| Tax Based On Investment Income | $1,198 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,600 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $3,600 | TotalPaymentsAndCreditsAmt |
| Overpayment | $2,402 | OverpaymentAmt |
| Applied To ES Tax | $2,402 | 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 | MD | 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 | THE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | 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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| 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 (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 | 0.5 | $0 | $0 | $0 |
| ELIZABETH KATZ-HUNDT | ||||||||
| 6416 BROOKSIDE DRIVE | CHEVY CHASE | MD | 20815 | V/P & SECRETARY | 1.0 | $0 | $0 | $0 |
| ADAM HUNDT | ||||||||
| 6416 BROOKSIDE DRIVE | CHEVY CHASE | MD | 20815 | DIRECTOR | 0.5 | $0 | $0 | $0 |
| WILLIAM G YOUNG | ||||||||
| 7108 WILSON LANE | BETHESDA | MD | 20817 | TREASURER | 0.5 | $0 | $0 | $0 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
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 | $1,894,888 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $65,872 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $184,921 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,145,681 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,145,681 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $32,185 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,113,496 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $105,675 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $105,675 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,198 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,198 | TotalTaxAmt |
| Distributable Before Adj | $104,477 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $104,477 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $104,477 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $218,284 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $218,284 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,198 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $217,086 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $104,477 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2012 | PriorYear1Yr |
| Prior Year2 | 2011 | PriorYear2Yr |
| Prior Year3 | 2010 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $6,941 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $3,648 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $8,361 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $27,175 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $46,125 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $218,284 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $104,477 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $113,807 | RemainingDistriFromCorpusAmt |
| Total Corpus | $159,932 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $6,941 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $152,991 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $3,648 | ExcessFromYear4Amt |
| Excess From Year3 | $8,361 | ExcessFromYear3Amt |
| Excess From Year2 | $27,175 | ExcessFromYear2Amt |
| Excess From Current Year | $113,807 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | REED E HUNDT ELIZABETH KATZ-HUNDT | ContributingManagerNm |
| Shareholder Manager | NA | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (29 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| YALE UNIVERSITY | ||||||||
| PO BOX 2038 | NEW HAVEN | CT | 06521 | NONE | PC | UNRESTRICTED CONTRIBUTION | $111,500 | |
| CORNELL UNIVERSITY | ||||||||
| 159 SAPSUCKER WOODS ROAD | ITHACA | NY | 14850 | NONE | PC | UNRESTRICTED CONTRIBUTION | $84 | |
| AMERICAN LUNG ASSOCIATION | ||||||||
| PO BOX 7000 | ALBERT LEA | MN | 56007 | NONE | PC | UNRESTRICTED CONTRIBUTION | $100 | |
| BETHESDA-CHEVY CHASE RESCUE SQUAD | ||||||||
| 5020 BATTERY LANE | BETHESDA | MD | 20814 | NONE | PC | UNRESTRICTED CONTRIBUTION | $250 | |
| DOCTORS WITHOUT BORDERS | ||||||||
| 333 SEVENTH AVENUE 2ND FLOOR | NeW YORK | NY | 10001 | NONE | PC | UNRESTRICTED CONTRIBUTION | $150 | |
| UNITED NEGRO COLLEGE FUND | ||||||||
| 1805 7TH STREET NW | WASHINGTON | DC | 20001 | NONE | PC | UNRESTRICTED CONTRIBUTION | $10,000 | |
| HEBREW HOME OF GREATER WASHINGTON | ||||||||
| 6121 MONTROSE ROAD | ROCKVILLE | MD | 20852 | NONE | PC | UNRESTRICTED CONTRIBUTION | $50 | |
| MOARCH WATCH PROGRAM UNIVERSITY OF KANSAS | ||||||||
| PO BOX 928 | LAWRENCE | KS | 66044 | NONE | PC | UNRESTRICTED CONTRIBUTION | $500 | |
| MARTHA'S TABLE | ||||||||
| 2114-14TH ST NW | WASHINGTON | DC | 20009 | NONE | PC | UNRESTRICTED CONTRIBUTION | $100 | |
| PLANNED PARENTHOOD | ||||||||
| 434 WEST 33RD STREET | NEW YORK | NY | 10001 | NONE | PC | UNRESTRICTED CONTRIBUTION | $100 | |
| THOMAS & BIRDIE C SMITH ARTS | ||||||||
| 14 LOGAN CIRCLE NW | WASHINGTON | DC | 20005 | NONE | PC | UNRESTRICTED CONTRIBUTION | $100 | |
| APA PRACTICE ORGANIZATION | ||||||||
| 750 FIRST STREET NE | WASHINGTON | DC | 20002 | NONE | PC | UNRESTRICTED CONTRIBUTION | $100 | |
| FRIENDS OF CHILDREN | ||||||||
| 38367 EAGLE WAY | CHICAGO | IL | 60678 | NONE | PC | UNRESTRICTED CONTRIBUTION | $500 | |
| hamden hall country day school | ||||||||
| 1108 WHITNEY AVENUE | hamden | CT | 06517 | NONE | PC | UNRESTRICTED CONTRIBUTION | $100 | |
| HEIFER INTERNATIONAL | ||||||||
| 1 WORLD AVENUE | LITTLE ROCK | AR | 72202 | NONE | PC | UNRESTRICTED CONTRIBUTION | $150 | |
| NATIONAL CATHEDRAL SCHOOL | ||||||||
| 3612 WOODLEY ROAD NW | WASHINGTON | DC | 20016 | NONE | PC | UNRESTRICTED CONTRIBUTION | $1,000 | |
| JCA | ||||||||
| 12320 PARKLAWN DRIVE | ROCKVILLE | MD | 20852 | NONE | PC | UNRESTRICTED CONTRIBUTION | $100 | |
| MANNA FOOD CENTER | ||||||||
| 9311 GAITHER ROAD | GAITHERSBURG | MD | 20877 | NONE | PC | UNRESTRICTED CONTRIBUTION | $100 | |
| WASHINGTON NATIONAL CATHEDRAL | ||||||||
| MASSACHUSETTS AND WASHINGTON AVENUE | WASHINGTON | DC | 20016 | NONE | PC | UNRESTRICTED CONTRIBUTION | $50 | |
| DANA FARBER CANCER INSTITUTE | ||||||||
| 10 BROOKLINE PLACE WEST 6TH FLOOR | BROOKLINE | MA | 02445 | NONE | PC | UNRESTRICTED CONTRIBUTION | $200 | |
| MEMORIAL SLOAN KETTERING CANCER | ||||||||
| 1275 YORK AVENUE | NEW YORK | NY | 10065 | NONE | PC | UNRESTRICTED CONTRIBUTION | $125 | |
| CAMPAIGN FOR FREE COLLEGE TUITION | ||||||||
| 3820 Meridian Ave N | seattle | WA | 98103 | NONE | PC | UNRESTRICTED CONTRIBUTION | $250 | |
| THE CHILDRENS INN AT NIH | ||||||||
| 7 WEST DRIVE | BETHESDA | MD | 20814 | NONE | PC | UNRESTRICTED CONTRIBUTION | $100 | |
| VASSAR COLLEGE | ||||||||
| 124 RAYMOND AVENUE | POUGHKEEPSIE | NY | 12604 | NONE | PC | UNRESTRICTED CONTRIBUTION | $1,500 | |
| CLIMATE REALITY PROJECT | ||||||||
| 750 NINTH STREET NW | washington | DC | 20001 | NONE | PC | UNRESTRICTED CONTRIBUTION | $1,000 | SUITE 520 |
| WHITMAN WALKER HEALTH | ||||||||
| 1701 14TH STREET NW | WASHINGTOTN | DC | 20009 | NONE | PC | UNRESTRICTED CONTRIBUTION | $25 | |
| COALITION FOR GREEN CAPITAL | ||||||||
| 750 NITH STREET NW SUITE 520 | WASHINGTON | DC | 20001 | NONE | PC | UNRESTRICTED CONTRIBUTION | $90,000 | |
| KENNEDY KRIEGER INSTITUTE | ||||||||
| 707 NORTH BROADWAY | BALTIMORE | MD | 21205 | NONE | PC | UNRESTRICTED CONTRIBUTIONS | $25 | |
| NATIONAL CENTER FOR LEARNING DISABILITY | ||||||||
| 32 LAIGHT STREET 2ND FLOOR | NEW YORK | NY | 10013 | NONE | PC | UNRESTRICTED CONTRIBUTIONS | $25 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $218,284 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Yale University | |||||||
| PO Box 208215 | New Haven | CT | 065208215 | none | PC | Yale Law School Fund | $50,000 |
| Yale University | |||||||
| PO Box 208215 | New Haven | CT | 065208215 | None | PC | Hundt Family Law Fellowship Fund | $200,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $250,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $56,696 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $82,879 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INVESTMENT INCOME | Desc |
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$566 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $139,009 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $139,009 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | REED HUNDT | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6416 BROOKSIDE DRIVE | AddressLine1Txt |
| City | CHEVY CHASE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20815 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $107,779 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $5,090 | Amt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | N/A | Desc |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | SCHEDULE ATTACHED | StockNm |
| EOY Book Value | $1,702,749 | EOYBookValueAmt |
| EOYFMV | $1,901,271 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| INVESTMENT IN PARTNERSHIP: | ||
| BLACKSTONE IV, LP | $21,377 | $21,377 |
| BLACKSTONE IV, LP (CAYMAN) | $83,580 | $83,580 |
| BLACKSTONE FCH IV, LP | $0 | $0 |
| BLACKSTONE SPG IV, LP | $79,964 | $79,964 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| PORTFOLIO DEDUCTIONS | $19,132 | $19,132 |
| INVESTMENT FEES | $111 | $111 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BLACKSTONE - ORDINARY INCOME | Desc |
| Revenue And Expenses Per Books | -$566 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | -$566 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| BOOK TO TAX DIFFERENCES FROM PASS- | $0 |
| THROUGH ENTITIES AND OTHER | -$55,404 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX - INVESTMENT INCOME | CategoryTxt |
| Amt | $2,689 | Amt |